Always an advocate of keeping the “big picture” in mind, Jay advocates financial strategies that address both the near-term realities his clients face and the long-term goals and challenges they may encounter in the future. He believes that in today’s complex world, it is more important than ever that his clients have a trusted team in place that can help inform and guide them through the many facets of financial decisions. Whether it be wealth accumulation, tax-efficient distribution or risk mitigation strategies, Jay is always keeping his eye on what is most important to his clients.
He brings to Brix Partners an expertise in the areas of business owner relations and family estate planning with a clientele focus in the financial sector and, specifically, in the Private Equity and Hedge Fund space.
Jay is a graduate of Fordham University with a B.A. in Finance and holds Series 6 and 63 securities licenses. He enjoys an active lifestyle biking with his growing family, which pairs nicely with his love of cooking. A lifelong New Yorker he enjoys cheering on his favorite sports teams: Giants; Chelsea FC; Knicks; Mets and Islanders.
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 corporate Drive, Shelton, CT 06484, Tel: 203-513-6000