James (Jay) is a certified public accountant with nearly 30 years of experience in industry and financial services. After obtaining his bachelor’s degree in Accounting from The Ohio State University, he served with the U.S. Army in the Persian Gulf during Operation Desert Shield/Storm. Following his service, he worked as an Accountant and Division Controller at a publicly-traded automotive supplier based in Northeast Ohio. During that time, he was involved with financial reporting, strategic business planning, budgeting, and operations support for three different manufacturing facilities.
Jay began working in financial services at Merrill Lynch in 2000. In 2009 he became an independent advisor and joined SWM in 2019. His focus is to work with clients to implement an investment plan that fits their objectives, risk tolerance, time horizon, and overall financial situation. As part of the investment management process, he enjoys tracking the economy, individual business sectors, and specific companies daily.
Jay is a member of the Ohio Society of Certified Public Accountants.