Jay W. Furst
Vorstandsvorsitzender bei Forteris Wealth Management, Inc.
Profil
Mr. Jay W.
Furst is a Founding Principal at Forteris Wealth Management, Inc. He oversees all of the trading and investment activities of this independent Registered investment Advisor.
He has more than 25 years of direct experience managing equity portfolios for individual, family and institutional client relationships.
In addition to
being involved in all aspects of the managing of the firm, he leverages his broad range of experience and knowledge for unique client benefit — collaborating with clients to formulate objective investment strategies that will successfully answer their immediate needs and long-termgoals.
He works closely with the firm’s strategic partners at TD Ameritrade Institutional as well as with intermediaries, such as lawyers and accountants, in the development of targeted marketing initiatives.
Before founding the firm, Mr. Furst worked at Sanford C.
Bernstein & Co., LLC.
Sanford Bernstein is now a unit of AllianceBernstein L.P., with over $100 Billion in assets under management.
He received his degree in Finance and Accounting from the University of Colorado at Boulder Leeds School of Business.
Aktive Positionen von Jay W. Furst
| Unternehmen | Position | Beginn |
|---|---|---|
Forteris Wealth Management, Inc.
 Forteris Wealth Management, Inc. Investment ManagersFinance Forteris Wealth Management, Inc. (Forteris) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Armonk, New York. The firm was founded by Jay W. Furst in 1993 as AFW Asset Management, Inc. Forteris offers discretionary and non-discretionary portfolio management services to include individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Vorstandsvorsitzender | 01.01.1993 |
Ehemalige bekannte Positionen von Jay W. Furst
| Unternehmen | Position | Ende |
|---|---|---|
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Analyst-Equity | 31.12.1992 |
Ausbildung von Jay W. Furst
| The University of Colorado | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Forteris Wealth Management, Inc.
Forteris Wealth Management, Inc. Investment ManagersFinance Forteris Wealth Management, Inc. (Forteris) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Armonk, New York. The firm was founded by Jay W. Furst in 1993 as AFW Asset Management, Inc. Forteris offers discretionary and non-discretionary portfolio management services to include individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
