Jay Peters

Jay Peters, CFA, is a highly experienced professional in the field of wealth management and finance. He studied Bachelor of Arts in History at Trinity College-Hartford, showcasing a diverse educational background.

Currently, Jay Peters holds the position of Vice President at NewEdge Wealth, where he brings his wealth of experience and expertise to the role. Prior to this, he served as the Account Vice President, Endowment & Foundation Consultant at UBS, demonstrating his dedication to helping clients navigate complex financial landscapes.

With a solid foundation in the financial sector, Jay Peters has also held the role of Senior Wealth Strategy Associate at UBS, further honing his skills and knowledge in wealth management.

Jay Peters, with his distinguished Chartered Financial Analyst (CFA) credential, adds a layer of professionalism and competence to his profile, positioning him as a knowledgeable and skilled expert in the finance industry.