Jay’s role with MountainOne Investments is to analyze the financial markets and to research stocks, mutual funds, and other investments. He is also responsible for managing many of MountainOne Investments’s fee-based investment accounts. He joined MountainOne Investments in 1998, after graduating from the Massachusetts College of Liberal Arts. He holds his FINRA Series 4, 7, 24, 63 and 86 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®. Jay earned the prestigious Chartered Financial Analyst designation in 2003. He has also served on the board of directors for the Northern Berkshire United Way since 2005. A native of southern Vermont, he now lives in Adams, MA with his wife and their two children.
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