Global Investing Made Simple

Based in New York City, Jay wakes up every day excited to take on the twin challenges of understanding the global cross asset markets & deploying that analysis in an actionable, consistent & world class fashion. He embraces the challenge of “making the complex simple” across assets & countries, sectors and styles, factors & themes. A thought leader, Jay relishes peering into the near future and creating investment narratives like “Covid Speed” & “Tech Kryptonite”.

Jay has spent the past decade developing the TPW framework of regional integration in the three main regions of Asia, Europe and the Americas. Developed over the past 5 years, the GRN system analyzes the interplay between economics, politics, policy and markets on both a regional and global basis. Together they form a unique global investment process available only to TPW Advisory clients.

A former top ranked head of global asset allocation at Morgan Stanley, Jay has decades of experience advising clients ranging from DIY investors and HNW Individuals, Hedge Funds, ETF Strategists, Corporates & RIAs.

A sought after media communicator with a long track record of success, Jay is an ETF Star. He has utilized ETFs in his personal & professional investing for almost 20 years. Jay eats his own cooking.

TPW Advisory provides a variety of bespoke services including portfolio strategy & asset allocation support, white label research, ETF based model delivery & more.