Jay Close Email & Phone Number
CO-FOUNDER @ Motive Wealth Advisors
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Jay Close Location
- Birmingham, MI, US
Jay Close Work
- 2020 -now CO-FOUNDER @
- 2016 -2020 Senior Portfolio Manager - Private Asset Management @
- 2013 -2016 Director of Investments @
- 2012 -2013 Director of Investments @ Capelli Financial Services, Inc.
- 2009 -2012 Financial Advisor @ Capelli Financial Services
- 2006 -2008 Portfolio Analyst @ Capelli Financial Services
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, Capelli Financial Services, Inc. and Capelli Financial Services. 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 3 emails and 1 mobile phone numbers on RocketReach.
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