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Top 5 StrengthsFinders
What three words best describe you?
What I like best about my role at Lenox
The thing I like best about my role at Lenox is the chance to see that my recommendations are seriously considered both internally and with our clients. In addition to having my recommendations considered, people provide me feedback. It really gives me an opportunity to evaluate what went well, what needs improvement and how I need to position items as I continue to grow in my career.
- Certification in Financial Planning (CFP)
Best advice I was ever given
Our attitude towards others determines their attitude towards us.
What does “Fund a Life You Love” mean to you?
Lenox helps our clients care for all facets of their finances, so they can worry less on those matters and focus on the things they love. Whether it is following their personal or professional dreams, we are here to put our clients in a position of success and to help guide them in funding the life they love.
A self-described numbers guy, Jay is a people person first– a combination that makes him ideal for his current role as a Relationship Manager at Lenox. Jay explores and evaluates robust data and information, empowering his Lenox peers to do their finest work with confidence and without fail on behalf of clients.
Jay is a born and raised Cincinnatian. Growing up in the Hyde Park area, he attended Cardinal Pacelli School, Walnut Hills Junior High, and St. Xavier High School. During his time at St. X, Jay played tennis and was a two-time State Team Champion.
Jay graduated from the University of Cincinnati’s College of Business, Carl H. Lindner Honors-PLUS program in 2013. He majored in Finance, and also graduated with minors in Entrepreneurship and International Business. He was president of his fraternity, Sigma Alpha Epsilon. He currently serves as the President of the Greater Cincinnati Association of Sigma Alpha Epsilon.
Jay and his wife, Ali, reside in Cincinnati.
Jay likes to spend his free time playing tennis, running, and golfing.