Jay is a Managing Director and Portfolio Manager in the firm’s 1290 Avenue of the Americas office. Prior to joining the firm, he was a Senior Vice President and a Chairman’s Council member at UBS. He is currently a member of Morgan Stanley’s Chairman’s Club since 2006. Jay is experienced in equity investments with areas of focus which include portfolio analysis, mutual funds and Morgan Stanley’s professional money management programs in addition to, providing credit access to our clients through lending, mortgages, HELOCs and other credit line strategies. Jay, a Professional Alliance Group Director, coordinates and manages our referral relationships with various trusted advisors, such as attorneys, sports agents, entertainment industry executives and CPAs.
He received his BA degree from Lehigh University and is Series 7, 31, 63 and 65 registered and Life Insurance licensed. The Canell Group was named to Research Magazine’s Top-Ranked Advisor Teams in America (The Winner’s Circle 2008). In 2009 and 2010, Jay was honored as the #92nd and #94th ranked Financial Advisor respectively in the United States (Barron’s Top 100 Advisors). Additionally, in 2009, 2010, 2011, 2012 and 2013, Jay was chosen as the 29th, 34th, 39th, 45th and 69th ranked Financial Advisor respectively in New York (Barron’s Top 1000 Advisors). In 2015 and 2016, Jay was chosen as the 83rd and 74th ranked Financial Advisor respectively in New York (Barron’s Top 1200 Advisors). Recently, he has also been honored as an inaugural member of the Financial Times Top 400 Advisors for 2013 and 2016, as well as for New York Magazine’s Top Wealth Managers in 2014, 2015 and 2016.
Jay resides in Scarsdale with his wife Sari and their two children, Hayley and Dylan. He is currently a Board Member of S.C.O.P.E., a nonprofit organization that sends less fortunate children to summer camp as well as a Board Member and the current Vice President of the Scarsdale Youth Lacrosse Association (SYLA). Additionally, Jay currently serves on the Board of the Riley Sandler Foundation and he is also a member of the Board of Governors of and the current Membership Chairman of Willow Ridge Country Club.