Jay Li

Jay Li, CFA has a diverse work experience in the financial industry. Jay is currently serving as a VP of Equity Research at MoffettNathanson LLC since 2020. In the same year, they also worked as an Analyst for New Mountain Capital. Prior to that, Jay had internships as an Equity Analyst at various companies and served as a Summer Analyst at Sycale Advisors and Artisan Partners in 2019. Jay's earlier experience includes working at Fieldpoint Private from 2012 to 2018, where they started as an Analyst and later became a Senior Analyst. During this time, they gained expertise in asset allocation, manager due diligence, and investor psychology and successfully launched and managed an asset allocation strategy.

Jay Li, CFA holds an MBA in Investment Management from Columbia Business School. Jay also has a Bachelor of Science degree in Financial Analyst Honors Program from the University at Albany, SUNY. Additionally, they are a Chartered Financial Analyst (CFA) charterholder, which they obtained in 2016 from the CFA Institute. There is no information provided about their education history at Columbia University.