Experience 18 Years
Jay is responsible for discovering and analyzing companies for the all-cap and dividend equity strategies, and is a member of our Investment Committee. As a generalist, he is dedicated to researching the highest quality businesses for each strategy, regardless of market capitalization or sector.
Prior to joining GW&K, Jay was an investment analyst at Tetrem Capital Management where he covered U.S. and Canadian Financials, U.S. Consumer Discretionary and Industrial sub-sectors. Previously he was a research associate in the fixed income division at Fidelity Management & Research Company where his focus was on the investment grade sector.
Jay graduated cum laude from Boston College and earned an MBA with honors, with a focus on Finance and Value Investing, from Columbia Business School. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.
Throughout my career I have been driven by my intense curiosity for what makes a business great. Oftentimes I feel like I’m on a treasure hunt following clues from various sources to track down underappreciated, overlooked, or new-to-me, high-quality businesses with compelling growth opportunities.