Jay brings over a decade of experience in financial services to his work advising clients at NEPWA. Previously, he worked as a private client advisor and then in fintech focused on wealth management and planning. He joined NEPWA in 2024 and works with clients on strategies aligned with their priorities and timelines.

Jay enjoys getting to collaborate with his talented colleagues who are motivated, thoughtful, and committed to providing the highest quality advice and service to NEPWA’s clients. He also deeply appreciates having the trust of his clients to help guide them in managing the wealth they’ve worked so diligently to build.

Born and raised in Massachusetts, Jay attended UMass Amherst for his undergraduate studies, and he completed his MBA at Boston University. Jay is also a CERTIFIED FINANCIAL PLANNER® and a Certified Exit Planning Advisor®.

A dedicated distance runner and Boston sports fan, Jay enjoys exploring new places and cultures and has a particular fondness for the Red Sox.