Jay is a member of the Tax Group and the Private Client Services Practice in New England. He has more than 40 years of experience specifically in the high-net-worth individuals and families, investment firms, real estate, wholesale and distribution, retail, and manufacturing industries.
In serving the company’s corporate clients, Jay's area of expertise includes receivable and inventory management, debt and equity financing, financial reporting and analysis, strategic planning, systems reviews and tax planning. In serving the company's high net worth clients, Jay has extensive experience in both income tax and estate planning.