Jay Peters

Jay has been a member of our team since 2010 and as the team’s principal investment strategist, Jay primarily advises institutional and individual clients on asset allocation, portfolio construction, investment implementation, and serves as co-manager of our discretionary investment portfolios.

Prior to joining NewEdge Jay worked at UBS Private Wealth Management for ten years where he served in a variety of investment advisory roles, becoming a financial advisor in 2018. At UBS Jay completed both the Private Wealth Advisor accreditation and Endowment & Foundation Consultant accreditation programs.

Jay graduated with a B.A. in History from Trinity College in 2008. He has been a CFA® charterholder since 2015 and holds Series 3, 7, and 66 securities licenses.