Within Intellectus, he specializes in advising and managing relationships with life sciences and tech clients. He is also responsible for day-to-day oversight of key operating units, including Investment Planning & Analytics, Strategic Product Management, and Risk & Quantitative Analysis. Prior to founding Intellectus Partners, Jay served as a Director at Deutsche Bank, where he was an Advisor and Portfolio Manager for more than a decade. He had oversight of the team’s investment strategies, including its fixed income, equity, liquidity, and alternative investment offerings. Jay earned his MBA in Finance and Entrepreneurship from Duke University’s Fuqua School of Business and his undergraduate degree from Appalachian State University. He also studied International Finance at Sasin of Chulalongkorn University in Thailand. Jay has earned a number of national accolades. Wall Street recognized him as one of the Top 40 Advisors Under 40 in 2009 and Barron’s has named him one of the Top Advisors in America in multiple years.
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