Jay Conway
Portfolio Manager-Equities at Lumbard & Kellner LLC
Profile
Mr. James B.
Conway is a Managing Member & Portfolio Manager at Lumbard & Kellner LLC.
He joined Lumbard & Kellner in 2020.
Prior to joining Lumbard & Kellner, he was a portfolio manager and SEC-registered investment adviser with FC Advisors for 5 years in San Francisco.
He started his career in financial services at Pioneer Investments in 2005, where he worked as a mutual fund wholesaler and learned the benefits of doing first hand research on individual stocks and bonds.
He has a bachelor’s degree in finance from Georgetown University.
He received his Chartered Financial Analyst designation in 2013.
Jay Conway active positions
| Companies | Position | Start |
|---|---|---|
Lumbard & Kellner LLC
 Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Portfolio Manager-Equities | 30/09/2020 |
Training of Jay Conway
| Georgetown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Lumbard & Kellner LLC
Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Finance |
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