2022 -
now Managing Director and Head of Florida @
2016 -
2022 Managing Director and Relationship Manager @
2012 -
2016 Principal and Senior Wealth Advisor @
2009 -
2012 Partner - Head of Client Relationship Management @ HPM Partners (now Cerity)
1996 -
2009 Managing Director and Head of NYC Sales @
1991 -
1996 Vice President and Lending Officer @
1991 -
1992 Management Trainee and Associate @
Jay Goetschius Education
Seton Hall University
Master of Business Administration (Finance)
2000
-
2002
St. Lawrence University
Bachelor's Degree (Economics)
1986
-
1990
Ridgewood HS
Jay Goetschius Skills
Wealth Management
Investments
Asset Allocation
Private Banking
Private Equity
Strategic Financial Planning
Investment Advisory
Wealth Management Services
Banking
Financial Services
Alternative Investments
Asset Management
Hedge Funds
Start-ups
Investment Management
Portfolio Management
Financial Planning
Start Ups
Subversion
Agile Project Management
Microsoft SQL Server
Web Development
Scrum
Desarrollo de software
UML
Oracle
HTML
Mobile Applications
XML
SQL
Software Product Management
Project Management
Kanban
Software Development
Software Project Management
MySQL
Jay Goetschius Summary
Jay Goetschius, based in Jupiter, FL, US, is currently a Managing Director and Head of Florida at Pitcairn. Jay Goetschius brings experience from previous roles at Abbot Downing, Bessemer Trust, HPM Partners (now Cerity) and BNY Mellon Wealth Management. Jay Goetschius holds a 2000 - 2002 Master of Business Administration in Finance @ Seton Hall University. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Private Banking, Private Equity and more. Jay Goetschius has 3 emails on RocketReach.
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