Jay Close Email & Phone Number
CO-FOUNDER @ Motive Wealth Advisors
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Jay Close Location
- Birmingham, MI, US
Jay Close Work
- CO-FOUNDER @ (March 2020 - Present)
- Senior Portfolio Manager - Private Asset Management @ (May 2016 - March 2020)
- Director of Investments @ (October 2013 - May 2016)
- Director of Investments @ Capelli Financial Services, Inc. (August 2012 - October 2013)
- Financial Advisor @ Capelli Financial Services, Inc. (January 2009 - August 2012)
- Portfolio Analyst @ Capelli Financial Services, Inc. (January 2006 - December 2008)
Jay Close Education
- Western Michigan University
B.B.A (Personal Financial Planning)
2002-2005
Jay Close Skills
- Investments
- Estate Planning
- Investment Management
- Retirement
- Asset Allocation
- Wealth Management
- Portfolio Management
- Financial Planning
- Fixed Income Analysis
- Retirement Planning
- Asset Managment
- Financial Planners
- Wealth Management Services
- High Net Worth Individuals
- Pensions
- Financial Services
- Personal Financial Planning
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Bloomberg Terminal
- Banking
- Strategic Planning
- Marketing
- Project Management
- Business Analysis
- Financial Analysis
- Management
Jay Close Summary
- Jay Close, based in Birmingham, MI, US, is currently a CO-FOUNDER at Motive Wealth Advisors. Jay Close brings experience from previous roles at TIAA, Planning Alternatives and Capelli Financial Services, Inc.. Jay Close holds a 2002 - 2005 B.B.A in Personal Financial Planning @ Western Michigan University. With a robust skill set that includes Investments, Estate Planning, Investment Management, Retirement, Asset Allocation and more. Jay Close has 2 emails and 1 mobile phone numbers on RocketReach.
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