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
| Empresas | Cargo | Inicio |
|---|---|---|
Forteris Wealth Management, Inc.
Forteris Wealth Management, Inc. Investment ManagersFinance Forteris selects from a variety of investment options to balance portfolio growth with asset protection, depending on the client’s objectives and risk tolerance. | Director Ejecutivo | 01/01/1993 |
Antiguos cargos conocidos de Jay W. Furst.
| Empresas | Cargo | Fin |
|---|---|---|
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/1992 |
Formación de Jay W. Furst.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Forteris Wealth Management, Inc.
Forteris Wealth Management, Inc. Investment ManagersFinance Forteris selects from a variety of investment options to balance portfolio growth with asset protection, depending on the client’s objectives and risk tolerance. | Finance |
The University of Colorado
The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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