Jay Levesque

Jay has a passion for helping families and institutions achieve their financial goals; he finds satisfaction in providing clarity and confidence. Jay has more than 10 years of experience, beginning his career as an investment analyst at J.P. Morgan in 2011. He honed his expertise in senior investment roles serving ultra-high-net-worth clients at multi-family offices in Seattle. He is a past president of the Seattle Alternative Investment Association and a CFA® charterholder. Jay holds Bachelor of Science degrees in finance and mathematical sciences from Oregon State University, graduating magna cum laude. He resides in Eagle, Idaho, with his wife, two young boys, and three dogs. Born and raised in Alaska, Jay loves the outdoors and is an avid Oregon State Beavers sports fan.