What I love most about Investment Management is that it serves a blend of quantitative and qualitive purposes.
Quantitatively, as an Investment Manager, I study various financial markets, value securities and analyze performance. Each research tool can then used to build an optimal investment strategy, as our team aims to maximize clients’ wealth.
However, the qualitative “why” of Investment management is just as important, if not more. For instance, I help individuals understand the need to set financial goals. As these goals are set, risk tolerances are identified; it is now possible to create a strategic investment plan tailored to meet each client’s needs.
The first investment I ever made was to be an athlete. As an athlete, I was wired to compete and be the best athlete I could be. The hours of training and persistent effort during long practice hours were never a chore, but were for the love of the game. Although I did not know it at the time, that dedication to the game generated the highest Return on Investment (ROI) I had achieved at the time.
As my athletic career slowed down, my financial career accelerated—but my mentality is the same. I am wired to become a premier Investment Manager; that is why I chose to enroll in the Charted Financial Analyst Institute. The Charted Financial Analyst (CFA) is a globally respected designation that tests its candidates intensively on all aspects of financial analysis and ethical standards. Having passed exam one of the three levels, I am proud to call myself a CFA Candidate and relish the opportunity to become a Chartered Financial Analyst.
My passion for Investing drives my motivation to succeed in this industry. Just like my Entrust colleagues, the fuel of my passion is derived from the opportunity to help clients fulfill their financial goals. Being able to identify, set, and achieve financial goals through precise Investment management is one of the most rewarding experiences a Financial Professional can have.
Contact me at jay@entrustfinancial.com
Expertise Includes:
- Quantitative Statistical Analysis including e.g. multiple regression analysis
- Financial Forecasting and modeling
- Familiarity with Equity and Fixed Income Valuation modeling techniques
- Familiarity with Portfolio construction techniques e.g. Modern Portfolio theory and Multi Factor Portfolio construction
Education:
- Robert Morris University,
Bachelor of Science in Business Administration (BSBA) - CFA Institute Program
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy | Relationship Summary | Firm Brochures
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Our Mission:
We believe there is a better way to help clients preserve and build wealth. It begins with holistic planning based upon an understanding of what is most important to you, our client. Entrust is a proven, independent wealth management firm dedicated to your financial success.
