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Jay Lee, CFA, CFP®

Wealth Manager LinkedIn

About

Prior to joining B|O|S, Jay worked in UBS Global Wealth Management’s Chief Investment Office as a private markets strategist. Jay was responsible for conducting in-depth analysis on industry and investment trends across private markets; his research has been quoted across financial media outlets such as Barron’s, Bloomberg, FundFire, and WSJ. While at UBS, Jay also worked as a portfolio strategist where he constructed multiasset class portfolios for high net worth and institutional clients. Prior to UBS, Jay worked at Neuberger Berman as an equity research analyst covering the industrials sector.

Education

  • B.S. in Computer Engineering and Economics, Rensselaer Polytechnic Institute

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®
  • Series 7 license holder
  • Series 63 license holder
  • Series 65 license holder
  • Research cited in Barrons, Bloomberg, Fundfire, and WS
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