Jay Kaufman, CFA®

Portfolio Manager

Jay is responsible for equity portfolio management and research. He joined the company in 2010.

Previously, Jay worked as a quantitative investment analyst at Strategic Investment Group. He began his investment experience in 2006.

He holds an M.B.A. with High Honors from the University of Chicago, concentrating in analytic finance, econometrics and statistics. He also holds a B.S. in economics from the Wharton School at the University of Pennsylvania, concentrating in finance. In addition, Jay is a CFA® charterholder and a member of the CFA®Institute, the CFA® Society of Chicago and the Chicago Quantitative Alliance.

U.S. Equities capabilities