Jay Shearon Email & Phone Number
Vice President - Managing Director @ Lincoln Financial Group
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Jay Shearon Location
- Philadelphia, PA, US
Jay Shearon Work
- Vice President - Managing Director @ (March 2024 - Present)
- Assistant Vice President - Portfolio Manager Multi - Asset Strategies @ (September 2015 - March 2024)
- Director - Custom Investment Outsourcing @ (January 2012 - September 2015)
- Senior Portfolio Manager - Portfolio Advisory Services @ Morgan Stanley Smith Barney (January 2006 - December 2011)
- Vice President @ Smith Barney (May 1995 - January 2006)
Jay Shearon Education
- University of Delaware
Master of Business Administration (M.B.A.) (Finance)
1998-2000 - Shippensburg University of Pennsylvania
BSBA (Finance)
1990-1994
Jay Shearon Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Equities
- Fixed Income
- Portfolio Management
- Wealth Management
- Hedge Funds
- Private Equity
- Mutual Funds
- Series 63
- Securities
Jay Shearon Summary
- Jay Shearon, based in Philadelphia, PA, US, is currently a Vice President - Managing Director at Lincoln Financial. Jay Shearon brings experience from previous roles at Lincoln Financial, Morgan Stanley, Morgan Stanley Smith Barney and Smith Barney. Jay Shearon holds a 1998 - 2000 Master of Business Administration (M.B.A.) in Finance @ University of Delaware. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities and more. Jay Shearon has 3 emails and 1 mobile phone numbers on RocketReach.
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