Founding and Managing Principal
Chief Investment Officer
After spending twenty years developing and implementing dynamic investment portfolios for High Net Worth individuals, Jay was driven to launch Blue Square because of his belief that there is a better way to help individuals and families invest and plan for their future. The team is focused on creating a more comfortable and confident client experience through the proprietary investment process we created entitled Dynamic Investment Strategies Platform.
Prior to starting Blue Square, Jay was a Senior Vice President, Financial Advisor, and Senior Portfolio Manager for the JB Wealth Management Group at UBS. He is a 20-year industry veteran having worked at Morgan Stanley and Merrill Lynch prior to joining UBS. He received his B.A. in Economics from Lehigh University.
Jay and his wife Meredith are married for over twenty years. They live in Brooklyn Heights, NY with their three children and two dogs. When he is not working Jay enjoys playing golf, fishing, traveling and spending time with his family.
He and his wife are actively involved with a number of non-profits focused on improving the lives of young people.
How can we help?
Please reach out if you have any questions or would like to learn more about what we do.