Jay Folz

Managing Director at Capital Wealth Advisors

Jay Folz, CFA is the Managing Director at Capital Wealth Advisors, bringing over two decades of experience in the financial industry. Prior to their current role, Jay held positions such as Director of Distribution at Private Capital Management LLC and Sales at Polen Capital Management. Jay began their career as a Financial Advisor at PaineWebber after obtaining a Bachelor of Science (B.S.) in Finance from Indiana University Bloomington.

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Previous companies

Polen Capital logo

Org chart

Timeline

  • Managing Director

    July, 2023 - present

  • Senior Vice President

    June, 2020