Jay is a Senior Financial Counselor and a Principal of The Colony Group. He works primarily with clients needing intergenerational wealth strategies, advanced estate and financial planning, philanthropy strategies, and investment management services. Jay regularly presents seminars on wealth management topics to help families build and realize a vision for their legacies.
For over 20 years, Jay was engaged in the private practice of law, specializing in estate planning, real estate, and business transactional law. He earned his Juris Doctor from Suffolk University School of Law and a Bachelor of Science in Finance and Investments from Babson College.
Jay is an active member of the Boston Estate Planning Council, a member of the Leadership Council of Alzheimer’s Association of Massachusetts, and a member of the Development and Finance Committee for the Italian Home for Children in Jamaica Plain. He is a past Chairman and President of the Beacon Hill Civic Association.