As Principal, Portfolio Strategy, Jay oversees equity strategy and internal equity portfolio management across the NewEdge Investment Platform. In his role, Jay guides our strategic and tactical equity allocations and directs our broad equity investing vertical. In addition, Jay is the head equity portfolio manager for the NewEdge Investment Team, responsible for the portfolio construction, management, and implementation of the NewEdge Wealth internal equity strategies, which have grown to nearly $1B in assets under management since 2020. As a dual portfolio manager and strategist, Jay works closely with both advisors and clients, providing investment insight and guidance on global e