Director of Operations
Jay serves as the Director of Operations for Cordatus Wealth Management. He manages the firm’s day-to-day operations and also serves as its Compliance Officer, capitalizing on his rigorous attention to detail to ensure smooth operations on an ongoing basis.
Prior to joining Cordatus Wealth Management, Jay spent six years at its predecessor firm and five years in various operational roles at Wells Fargo Advisors, where he also served as Chairman of the Client Associate Advisory Council and an Ambassador Program member. He has received numerous accolades including Service Distinction Awards and was named a Distinguished Service Professional.
Jay attended Temple University and is an active member in the Knights of Columbus Council and the Ancient Order of Hibernians. He enjoys golfing, traveling and can be found at most major sporting events and concerts in the area.