Jay provides senior investment leadership and consults on strategic guidance, drawing on decades of experience. With more than 35 years in the industry, he served as Chief Investment Officer and President of Cruice Financial. Jay earned degrees from the University of Pennsylvania and an MBA from the University of Virginia’s Darden School, and holds CFP®, CLU®, ChFC®, and CFS® professional certifications. He splits his time between Florida and Connecticut and enjoys tennis, golf, and staying active in community.