Biography
As an Executive Director and Banker in the Washington D.C. office, Jay provides strategic advice to clients on wealth management issues, including asset allocation, estate planning, credit strategies, banking, and charitable giving. Prior to this role, Jay served as the Chief of Staff to the Chief Executive Officer of the U.S. Private Bank in New York City. In this role, Jay was active in setting and executing the growth strategy of the Private Bank’s U.S.-based business, working across finance, strategy, human resources, risk management, and marketing. Jay joined the Private Bank in 2009 as a Banker Associate, advising clients, families and foundations in the New York metropolitan area.
Before joining the firm, Jay served nine years in the United States Navy as a Naval Aviator. He served his final three years on active duty as a Deputy Director at the White House Military Office, earning the Presidential Service Badge.
Jay graduated with Merit from the United States Naval Academy, and earned his MBA from Yale University. Jay is a Mentor for the United States Naval Academy Alumni Association’s Class of 1969 Alumni Mentoring Program and an advisor for the Naval Helicopter Association. Jay also serves on the Board of Directors of the Yale Veterans Association, and recently completed a three year term as an At-Large Delegate to the Association of Yale Alumni. He is married with two children and resides in Davidsonville, Maryland.
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