Jay has nearly 25 years of investment experience and has spent the last 16 years working for firms that were deeply rooted in due diligence and analysis of alternative investment managers. Jay was a Founding Partner of Balter Capital Management, a globally focused RIA that he helped grow to peak assets of over $1.5B through managing client acquisitions, leading research efforts, and ensuring operational efficiencies with impeccable client services and controlled deliverables. Jay consistently seeks opportunities to analyze complex organizational structures and processes to unite shareholders with varying agendas. Jay leads an experienced team of professionals with expertise across a varie