Jay is a shareholder based in our Boston, MA office.
Jay has many years of experience specifically in the manufacturing, wholesale/distribution, retail, and real estate industries. Additionally, he advises family offices and high net worth individuals. In serving the company's corporate clients, Jay's area of expertise includes receivable and inventory management, debt and equity financing, financial reporting and analysis, strategic planning, systems reviews and tax planning. In serving the company's high net worth clients, Jay has extensive experience in both income tax and estate planning.