![Jay W. Furst](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jay W. Furst
Chief Executive Officer at Forteris Wealth Management, Inc.
Profile
Mr. Jay W.
Furst is a Founding Principal at Forteris Wealth Management, Inc. He oversees all of the trading and investment activities of this independent Registered investment Advisor.
He has more than 25 years of direct experience managing equity portfolios for individual, family and institutional client relationships.
In addition to
being involved in all aspects of the managing of the firm, he leverages his broad range of experience and knowledge for unique client benefit — collaborating with clients to formulate objective investment strategies that will successfully answer their immediate needs and long-termgoals.
He works closely with the firm’s strategic partners at TD Ameritrade Institutional as well as with intermediaries, such as lawyers and accountants, in the development of targeted marketing initiatives.
Before founding the firm, Mr. Furst worked at Sanford C.
Bernstein & Co., LLC.
Sanford Bernstein is now a unit of AllianceBernstein L.P., with over $100 Billion in assets under management.
He received his degree in Finance and Accounting from the University of Colorado at Boulder Leeds School of Business.
Jay W. Furst active positions
Companies | Position | Start |
---|---|---|
Forteris Wealth Management, Inc.
![]() Forteris Wealth Management, Inc. Investment ManagersFinance Forteris Wealth Management, Inc. (Forteris) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Armonk, New York. The firm was founded by Jay W. Furst in 1993 as AFW Asset Management, Inc. Forteris offers discretionary and non-discretionary portfolio management services to include individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Chief Executive Officer | 31/12/1992 |
Former positions of Jay W. Furst
Companies | Position | End |
---|---|---|
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Analyst-Equity | 30/12/1992 |
Training of Jay W. Furst
The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Forteris Wealth Management, Inc.
![]() Forteris Wealth Management, Inc. Investment ManagersFinance Forteris Wealth Management, Inc. (Forteris) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Armonk, New York. The firm was founded by Jay W. Furst in 1993 as AFW Asset Management, Inc. Forteris offers discretionary and non-discretionary portfolio management services to include individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
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