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Jay Michael Weinstein
Lid van de Investeringscommissie bij Wealthspire Advisors LLC
Profiel
Mr. Jay M.
Weinstein, CFA MBA, is a Managing Director at Wealthspire Advisors LLC.
He has over 32 years of experience advising investors, primarily as a value equity investor.
He is a member of the firm's Investment Committee where he plays a leading role in evaluating all equity investments.
Mr. Weinstein was previously employed as a Managing Director by Wealthspire Advisors LP, by Highline Wealth Management LLC, and a Founder & President by Oak Forest Investment Management.
He received his BA, General Studies with concentration in Government, cum laude degree from Harvard University and an MBA from the University of Pennsylvania.
Actieve functies van Jay Michael Weinstein
Bedrijven | Functie | Begin |
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Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Lid van de Investeringscommissie | 31-12-2020 |
Eerdere bekende functies van Jay Michael Weinstein
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Wealthspire Advisors LP
![]() Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | Lid van de Investeringscommissie | 31-12-2020 |
Highline Wealth Management LLC
![]() Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Lid van de Investeringscommissie | 31-07-2015 |
Oak Forest Investment Management
![]() Oak Forest Investment Management Investment ManagersFinance Oak Forest Investment Management is a registered investment advisor located in Bethesda, Maryland | President | 01-12-2009 |
Opleiding van Jay Michael Weinstein
Harvard University | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Ervaring
Beklede functies
Actief
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Oak Forest Investment Management
![]() Oak Forest Investment Management Investment ManagersFinance Oak Forest Investment Management is a registered investment advisor located in Bethesda, Maryland | Finance |
Highline Wealth Management LLC
![]() Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Finance |
Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
Wealthspire Advisors LP
![]() Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | Finance |