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Jay Kota, CFA®

Jay Kota, CFA®

Chief Investment Officer

Jay Kota joined U.S. Financial Services, LLC, in October 2013 and is our Chief Investment Officer.

Prior to joining the firm, Jay was employed as a research associate with Citi Investment Research and Analysis (CIRA). At CIRA, Jay's responsibilities included financial modeling and analyses on publicly traded asset management companies.

Jay earned a bachelor’s degree from Columbia University and an MBA in finance from the University of Wisconsin-Madison, where his specialization was Applied Security Analysis. Jay is a CFA® charterholder. Jay's favorite animal is a Badger, especially one wearing red. He currently resides in West Orange, New Jersey.