Jay is experienced in equity investments with areas of focus that include portfolio analysis, access to lending services, mutual funds and the firm’s professional money management programs. A Professional Alliance Group director, Jay coordinates and manages the firm’s referral relationships with various trusted advisors such as attorneys, sports agents, entertainment industry executives and CPAs.
What are the best savings options for funding my child’s education?
For today’s parents, planning for a child’s college years often begins long before the student starts filling out college applications. Depending on a variety of factors, your own child’s college prep may also include attending private elementary and secondary schools. Fortunately, there are many tax advantaged ways to save for your children’s schooling and ensure […]
