As the Director of Trading, Jay is responsible for the firm’s fixed income strategies.  As a member of the Investment Research Committee, he is responsible for using the firm’s investment outlook and translating it into portfolio strategy. He also oversees daily trade execution and operations on the desk.  Additionally, he is involved in the research, implementation, and maintenance of Boston Financial Management’s strategies across equities and alternatives. He assists in determining firm-wide trading decisions as well as monitoring accounts to remain compliant with client investment policy.

Jay’s experience includes fixed income trading at BNY Mellon Wealth Management.

Jay graduated cum laude from Framingham State University, with a degree in Finance and Economics.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

CFA Institute – Member

CFA Society Boston – Member

Personal Interests

Jay enjoys playing golf and ice hockey as well as traveling.  He is also a passionate Bruins and Patriots fan.