Jay is a Principal of the firm and Investment Analyst with over 10 years of experience and is in his 9th year at OPCM. Jay is a member of the OPCM Investment Management Team, and is responsible for research coverage in all asset classes. Prior to OPCM, he was a Portfolio Manager at Wells Fargo and a member of their National Equity Research Team. He also worked in Corporate Finance and Investor Relations for Qualcomm Incorporated. Jay is a member of CFA Society San Francisco and CFA Institute. Jay received a Bachelor of Science degree in Finance and Accounting from California Polytechnic State University at San Luis Obispo and is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a CFA Charterholder.
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