Jay Tortona, CFA, CFP®

Senior Vice President, Senior Trust Portfolio Manager, Asset Management

Office Phone: 301.774.8452

Bio

Jay has managed ultra-high net worth client portfolios for more than 30 years, including multi-asset class portfolios holding public equities, fixed income, options, private equity, and hedge funds.

He holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He has an MBA from the Fox School of Business at Temple University and a Master of Cybersecurity Policy and Bachelor of General Business from the University of Maryland. He is a graduate and former board member of the Investment Institute at the Wharton School of Business.

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