Jay is the Chief Investment Officer and Chief Compliance Officer at Heritage Wealth Advisors. In addition, Jay is a partner in the firm and has worked with the team for over a decade.

As Chief Investment Officer, he provides oversight over the entire investment process from strategic asset allocation to research for all aspects of the investment management process of the firm including, risk management, investment research, and product development. He works closely with the client service teams on the management of client investment portfolios to ensure that clients are being handled thoughtfully with their long-term goals at the forefront of generational planning.

As Chief Compliance Officer, Jay is responsible for the firm’s day-to-day compliance within the regulations of the financial services industry.

Jay joined Heritage because he saw an opportunity to leverage over 30 years of collective knowledge that aligned with his passion for building lasting relationships with families, extending beyond the institutional investment world. His favorite part of his role at Heritage is working with smart clients who challenge him, creating a mutually-beneficial relationship where both parties can learn and grow.

Before joining Heritage, Jay worked as a portfolio manager for twelve years at Eagle Asset Management with macroeconomic, industry, and individual stock selection responsibilities over a large capitalization equity portfolio. Prior to that, he worked at Thompson, Siegel & Walmsley LLC for just under a decade. His work at both institutions helped him gain a foundational understanding of long-term investing as well as pointed him toward his true passion in his career.

Jay is a member of the Board of Trustees for Elk Hill Farm and is a member of the Elk Hill Foundation Board. In addition to youth services, Jay is heavily involved with the University of Virginia Medical Foundation, serving as both the secretary of the board, and the retiring chair of the investment committee.

Jay earned his Bachelor of Science degree in Commerce with a concentration in Finance from the University of Virginia. He is a Chartered Financial Analyst (CFA®) and a member of the CFA Society of Virginia.

Jay and his wife have been married for almost 30 years with three children together, and are both big proponents of investing in youth to build a brighter future.