Jay Llewelyn
Shareholder, Research Analyst & Portfolio Administrator at Entrust Financial Llc
Based in Philadelphia, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Philadelphia
Industry
Investment Management
Company size
6
Contact information
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j•••••••@entrustfinancial.com
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Background
About Jay Llewelyn
What I love most about Investment Management is that it serves a blend of quantitative and qualitive purposes. Quantitatively, as an Investment Manager, I study various financial markets, values securities and analyzes performance, as our team works to maximize clients’ wealth. The qualitative “why” of Investment management, however, is just as important and makes it possible to create strategic investment plans tailored to meet each client’s needs.The first investment I ever made was to be an athlete. As an athlete, I was wired to compete and be the best athlete I could be. As my athletic career slowed down, his financial career accelerated—but my mentality is the same. I am wired to be a premier Investment Manager for our Entrust clients. That is why I completed the coursework and fulfilled the testing requirements of the Chartered Financial Analyst Institute to become a Chartered Financial Analyst (CFA®)
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