Jay Folz Location
Naples, FL, US
Jay Folz Work
- 2023 - now Managing Director @ Capital Wealth Advisors
- 2020 - 2023 Senior Vice President @ Capital Wealth Advisors
- 2003 - 2020 Director of Distribution @ Private Capital Management LLC
- 1997 - 2003 Sales @ Polen Capital
- 1994 - 1997 Financial Advisor @ PaineWebber
Jay Folz Education
- Indiana University Bloomington
Bachelor of Science (B.S.) (Finance)
1990 - 1993 - Transylvania University1988 - 1990
- Lafayette High School1985 - 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 1 mobile phone numbers on RocketReach.
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Others Named Jay Folz
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Jay Folz
Managing Director at Capital Wealth Advisors
Naples, FL, US25
Top Capital Wealth Advisors Employees
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Daniel London
Managing Director at Capital Wealth Advisors
Naples, FL, US24 -
Jay Folz
Managing Director at Capital Wealth Advisors
Naples, FL, US25 -
Richard Knepfler
CFO at Capital Wealth Advisors
Bonita Springs, FL, US35+ -
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Jo Keck
Vice President of Private Wealth Management at Capital Wealth Advisors
New Orleans, LA, US25+
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