About
Jay
Prior to joining Focus Partners Wealth in 2000, Jay was a practicing attorney for 20 years specializing in estate planning, real estate, and business transactional law. Jay now incorporates that expertise into comprehensive and integrated wealth strategies that include advanced estate and financial planning, philanthropy, and investment management services for high- net- worth individuals and families and help them build and realize a vision for their legacies. Jay also presents seminars on wealth management topics and intergenerational wealth transfer and estate tax planning.
Jay is an active member of the Boston Estate Planning Council, a member of the Leadership Council of Alzheimer’s Association of Massachusetts, and a past chairman and president of the Beacon Hill Civic Association.
Education and Professional Milestones
-Babson College - bachelor of science in finance and investments
-Suffolk University School of Law - juris doctor
Prior to joining Focus Partners Wealth in 2000, Jay was a practicing attorney for 20 years specializing in estate planning, real estate, and business transactional law. Jay now incorporates that expertise into comprehensive and integrated wealth strategies that include advanced estate and financial planning, philanthropy, and investment management services for high- net- worth individuals and families and help them build and realize a vision for their legacies. Jay also presents seminars on wealth management topics and intergenerational wealth transfer and estate tax planning.
Jay is an active member of the Boston Estate Planning Council, a member of the Leadership Council of Alzheimer’s Association of Massachusetts, and a past chairman and president of the Beacon Hill Civic Association.
Education and Professional Milestones
-Babson College - bachelor of science in finance and investments
-Suffolk University School of Law - juris doctor