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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 Barrons, Bloomberg, Fundfire, and WSJ. While at UBS, Jay also worked as a portfolio strategist where he constructed multi-asset 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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