Jay AlbertsJay AlbertsPortfolio ManagerWealth Advisor
About Jay
Jay Alberts is a CERTIFIED FINANCIAL PLANNER™ Professional, an Accredited Investment Fiduciary® and Portfolio Manager at J.P. Morgan Wealth Management.
Jay works with a select group of ultra-high-net-worth families, business owners and physicians from early career through retirement. Regardless of where you are in your journey, Jay's planning approach, grounded in the CFP® framework, helps you navigate the increasingly complex financial decisions you face. He takes a disciplined style to growing and protecting your wealth, considering taxes, the income you need to fund your lifestyle and efficient ways to transfer your wealth. As a fiduciary, Jay takes pride in delivering a white-glove service experience and stewarding clients' wealth with exceptional care and attention.
Many clients start their relationship with a singular focus on their investments, debt management or financial planning. Others look to him to help structure their wealth to create a lasting legacy. Jay understands that your relationship grows with your needs. He offers a steady hand to help with what is front of mind today—and with whatever tomorrow brings.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Jay stands among a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies. He leverages J.P. Morgan's industry-leading research with his bottom-up and topdown analysis to craft tailored portfolios for his clients to target their goals around capital appreciation, income and wealth preservation.
When working with institutions, Jay collaborates with businesses to deliver investment and fiduciary strategies for corporate retirement plans—401(k)s, Cash Balance Plans and more. He partners with foundations, endowments and family offices to deliver endowmentstyle investing with the backing of J.P. Morgan's Endowments & Foundations Outsourced Chief Investment Office. This boutique advisory team, with 17 senior portfolio managers and over 150 research analysts across the globe, manage more than $37 billion and focus 100% of their time and resources on helping address the complexities that come with investing and managing foundations, endowments and multi-generational family assets.
Jay graduated from Yale University with a B.A. in History and earned an M.B.A. from Belmont University's Jack C. Massey School of Business. As one of the most decorated soccer players in Yale's history, he was drafted into the MLS in 2004 by Kansas City. He played professionally for four years with the Vancouver Whitecaps and Minnesota Thunder. Following his soccer career, Jay became an avid endurance athlete and has completed seven marathons, including the Boston Marathon ('13 & '14). He also represented Team USA at the 2016 ITU Long Course Triathlon World Championships and competed in the 2016 Phoenix Ironman with his wife, Kirsten. Jay and Kirsten live in St. Louis with their two boys, Tripp and Finn.
Insights
May 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Midnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read Now
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowMay 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowMidnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now