Jay Folz Email & Phone Number
Managing Director @ Capital Wealth Advisors
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Jay Folz Location
- Naples, FL, US
Jay Folz Work
- 2023 -now Managing Director @
- 2020 -2023 Senior Vice President @
- 2003 -2020 Director of Distribution @ Private Capital Management LLC
- 1997 -2003 Sales @
- 1994 -1997 Financial Advisor @
Jay Folz Education
- Indiana University Bloomington
Bachelor of Science (B.S.) (Finance)
1990-1993 - Transylvania University 1988-1990
- Lafayette High School 1985-1988
- Lexington School
Jay Folz Skills
- Portfolio Management
- Investment Management
- Alternative Investments
- Hedge Funds
- Asset Allocation
- Asset Management
- Investment Strategies
Jay Folz Summary
- Jay Folz, based in Naples, FL, US, is currently a Managing Director at Capital Wealth Advisors. Jay Folz brings experience from previous roles at CAPITAL WEALTH ADVISORS, Private Capital Management LLC, Polen Capital Management and PaineWebber. Jay Folz holds a 1990 - 1993 Bachelor of Science (B.S.) in Finance @ Indiana University Bloomington. With a robust skill set that includes Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Asset Allocation and more. Jay Folz has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Capital Wealth Advisors Employees
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