Jay W. Furst

Jay W. Furst

Director Ejecutivo en
Forteris Wealth Management, Inc.
.
Finance
Consumer Services

Perfil

Mr. Jay W.
Furst
is a Founding Principal at Forteris Wealth Management, Inc. He oversees all of the trading and investment activities of this independent Registered investment Advisor.
He has more than 25 years of direct experience managing equity portfolios for individual, family and institutional client relationships.
In addition to being involved in all aspects of the managing of the firm, he leverages his broad range of experience and knowledge for unique client benefit — collaborating with clients to formulate objective investment strategies that will successfully answer their immediate needs and long-termgoals.
He works closely with the firm’s strategic partners at TD Ameritrade Institutional as well as with intermediaries, such as lawyers and accountants, in the development of targeted marketing initiatives.
Before founding the firm, Mr. Furst worked at Sanford C.
Bernstein & Co., LLC.
Sanford Bernstein is now a unit of AllianceBernstein L.P., with over $100 Billion in assets under management.
He received his degree in Finance and Accounting from the University of Colorado at Boulder Leeds School of Business.

Cargos activos de Jay W. Furst

EmpresasCargoInicio
Director Ejecutivo 01/01/1993

Antiguos cargos conocidos de Jay W. Furst.

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Analyst-Equity 31/12/1992
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