Manager – Investment Services
Jay joined Alpha Pension in 2021 as Manager of Investment Services to provide assistance in the monitoring of our book of business as well as assistance in researching and analyzing nvestments that are used in our clients’ retirement plans. Jay also oversees report preparation, document reviews and day-to-day operations of the investment team.
Prior to joining Alpha Jay worked for many years in the financial services industry at John Hancock as well as Fidelity Investments and brings his expertise in the operations area.
Out of the office, Jay enjoys spending time with his wife and daughter and beach days on The Cape. He is also a board member and coach for youth sports and likes hitting the links when time permits.
Education
Received a B. S. from Roger Williams University