Jay Rogers is an investment management professional with over 17 years working in the financial services industry. His financial background began with a career on the sell side with such firms as Morgan Stanley, Wells Fargo and Bear Stearns. Jay is a trusted advisor to several family offices in Southern California and is instrumental in syndicating private investment opportunities among family offices and UHNW investors nationwide. These opportunities include real estate, private equity, and venture capital. Jay is also a frequent speaker at industry events on family office and alternative investment issues. He has appeared on CNN’s Your Money and is frequently quoted in financial publications including the Wall Street Journal and Bloomberg. He has presented to audiences at IMN, Opal Financial, IvyPlus, Alternative Assets Summit and other investment conferences around the country on alternative investments and family office issues. Jay holds a BS from Northeastern University and is also a graduate of the USMC Officer Candidate School in Quantico, VA. He is a member of the CFA Institute and the CFA Society of Orange County (CFAOC).