Jay Kota, CFA®
Chief Investment Officer
Jay oversees all investment strategy and portfolio activity for the firm and our clients. He joined U.S. Financial Services in 2013. Prior to joining the firm, Jay was a research associate with Citi Investment Research and Analysis (CIRA). There he was responsible for financial modeling and providing analysis on publicly traded asset management companies.
Jay holds the Chartered Financial Analyst ® designation.
A Wisconsin Badgers fan, Jay earned his MBA in finance from the University of Wisconsin at Madison. His specialization was Applied Security Analysis. Jay lives with his wife, Sruthi, and their daughter and son in West Orange, NJ.