Sales Director, Eastern US, Leafhouse Financial. Jay is responsible for building and managing the sales pipeline for the eastern United States at the largest independent 3(38) fiduciary in the country. Jay partners with advisors, asset managers, plan sponsors and retirement plan recordkeepers to provide investment oversight for thousands of retirement plans.

In his downtime, Jay enjoys co-parenting his niece (13) and nephew (10) with his mom, participating in his men’s group, and traveling domestically and internationally. He also spends quite a bit of his time working on his mental and physical health.

Jay graduated from Indiana University of Pennsylvania with a Bachelor of Arts in Economics and a second in Journalism. ​He has an MBA from Point Park College, in addition to his CEBS®, AIF®, and RICP®. He has 22 years of financial services experience in sales, operations, and service. He holds several licenses, such as FINRA 6, 7, 63, and LIFE & Health insurance licenses in PA, DE, NY, CT, and MD. He also recently acquired his Certified Employee Benefits Specialist (CEBS), Accredited Investment Fiduciary (AIF), and Retirement Income Certified Professional (RICP).