Jay holds the title Senior Consultant, Investments. He is responsible for Alera Group's client service and operations experience. His thoroughness and passion for finance and investing inspires confidence and clarity in his clients’ overall financial picture.
He takes immense pride in providing exceptional client service and establishing lasting client relationships. Jay has many years of experience in the industry that help him to succeed in all facets of his position.
Rules to live by? Be nice.
What did you want to be when you grew up? Specifically, nothing that, “has to do with numbers.”
Best advice you’ve ever received? Happiness is a choice. Everything else is just a matter of perspective.
Where is your favorite place to eat? Bing Bing Dim Sum