Director of Wealth Management @ (January 2020 - September 2022)
Managing Director and Portfolio Manager @ JAMCAP Wealth Management (January 2012 - September 2022)
Co-Founder and COO and CFO @ Carlease.com (July 2014 - May 2018)
Chief Financial Officer @ Early Growth (January 2014 - March 2016)
Jay Menton Education
The University of Chicago Booth School of Business
MBA (Entrepreneurship, Strategic Management, Finance)
Colgate University
BA (History, Economics)
Gilman School
Jay Menton Skills
Strategy
Investment Management
Financial Advisory
Portfolio Management
Investments
Private Equity
Financial Modeling
Venture Capital
Structured Finance
Capital Markets
Financial Analysis
Start-ups
Mergers & Acquisitions
Finance
Business Strategy
Corporate Finance
Asset Management
Business Development
Wealth Management
P&L Management
Financial Operations
Analytical Skills
Retirement Planning
Budgeting
Sales
Statistical Data Analysis
Cross-functional Team Leadership
Management
Leadership
Strategic Partnerships
Executive Management
Team Leadership
Mentoring
Critical Thinking
Board of Director experience
Human Capital Management
Operations
Series 65
Series 63
Growth Capital
Financial Technology
Innovation Development
Cross-functional Collaborations
Relationship Building
Asset Allocation
Alternative Investments
Hedge Funds
Asset Allocation Strategies
Organizational Development
Jay Menton Summary
Jay Menton, based in Chicago, IL, US, is currently a Partner, Senior Wealth Manager at Curi Capital. Jay Menton brings experience from previous roles at TriBridge Partners, LLC, JAMCAP Wealth Management, Carlease.com and Early Growth. Jay Menton holds a MBA in Entrepreneurship, Strategic Management, Finance @ The University of Chicago Booth School of Business. With a robust skill set that includes Strategy, Investment Management, Financial Advisory, Portfolio Management, Investments and more. Jay Menton has 4 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Jay Menton?
Find contact details for 700 million professionals.