Jay A Wiltshire is a qualified expert, who works in Epoch Investment Partners, Inc main office of which is in 4. on the position of Director, Institutional Client Relations from 2019. This expert gained professional experience in more than eight positions at various companies. Jay A Wiltshire went to the Cfa Institute and received education there from 1991 to 1993. New York, New York is the area, where the professional was lastly known to be living. Their email address and number can be easily accessed through this website by request.
Name variants:
Jacob Wiltshire,
Jason Wiltshire,
Jasper Wiltshire
Last updated May 24, 2024
Contact Information
Last Update
Jun 30, 2022
Email
jw**@rogers.com
Location
New York, NY
Company
Epoch Investment Partners, Inc.
Workplace
Director, Institutional Client Relations
Work History
Director, Institutional Client Relations
399 Park Ave, New York, NY 10022
from Jun 2019
Vice President, Business Development
Greystone Managed Investments Inc. is an independently-owned institutional investment counseling firm, investing more than $30 billion on behalf of pension funds, endowment funds, nonprofit ...
Oct 2012 — Jun 2019
Vice President, Business Development and Relationship Management
1 Iron St, Boston, MA 02125
Responsible for the business development and relationship management of investment management, portfolio solutions and advisory services to public and corporate pension plans, insurance comp...
May 2010 — Sep 2012
Vice President and Relationship Manager
As Vice President & Relationship Manager, Canada directly responsible for Canadian business development within the institutional investment and financial services market. Maintained all key ...
Mar 2007 — Aug 2009
Vice President and Investment Specialist
As Vice President, Institutional Investment Services, the single point of contact for 48 institutional clients representing over $5 billion in assets for public and corporate pension plans, ...
Jan 2001 — Mar 2007
Investment Consultant and Research Analyst
New York, NY
As a member of the Investment Consulting Practice, roles and responsibilities included providing comprehensive investment services to pension plans, Foundations, Endowments and high-net wor...
Jan 1999 — Jan 2001
Vice President, Sales Atlantic Canada
Responsible for strategic selling of investment products and practice management services to a broad network of investment adviors, wealth counsellors and insurance agents
1996 — 1999
Investment Counsellor
As an Investment Counsellor directly provided financial planning and asset allocation to individual investors for the purpose of investment and retirement planning
1991 — 1996
Education
1991 — 1993
1987 — 1991
1987 — 1989
Occupations
Executive
Director
Vice President
Doctor
Psychologist
Operations Manager
Chief Executive
Psychology Specialist
Skills
Investments
Asset Managment
Asset Allocation
Asset Management
Portfolio Management
Investment Management
Pensions
Retirement Planning
Alternative Investments
Financial Services
Pension Funds
Marketing
Relationship Management
Institutional Marketing
Institutional
Institutional Investments
Investment Strategies
Financial Advisory
Client Relations
Strategic Planning
Strategy
Investment Advisory
Wealth Management
FAQs about Jay A Wiltshire
What is the main profession of Jay A Wiltshire?
This professional's job is Director, Institutional Client Relations
What jobs is Jay A Wiltshire a professional at?
Jay is a professional such jobs as Executive and Director.
Where does Jay A Wiltshire currently live?
New York, New York is the place where Jay A Wiltshire lives
Does Jay A Wiltshire have the email address?
jw**@rogers.com is Jay A Wiltshire's email address.
How many companies did Jay A Wiltshire work at?
Jay A Wiltshire worked at eight jobs.
What education does Jay A Wiltshire have?
Jay studied at the Cfa Institute from 1991 to 1993.
What languages does Jay A Wiltshire speak?
Jay A Wiltshire speaks French.
Are there any industries Jay A Wiltshire is connected to?
Jay A Wiltshire works in Investment Management industry.