Jay Patel
President at Cas Dataloggers
Based in Pittsburgh, United States
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Seniority
C-Team
Department
General Business & Management
Location
Pittsburgh
Industry
Automation Machinery Manufacturing
Company size
10
Contact information
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j•••••••@dataloggerinc.com
Phone
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Background
About Jay Patel
I help people with their investment portfolios. I like to get to know my clients personally to really open up the flow of conversations, and to reiterate the fact that I'm only ever a phone call away. My strength is portfolio construction and management in which my firm, ClearPeak Capital Management provides solutions which can be built around varying clients from those who need income, income growth, a set it and forget it portfolio style, a more tactical approach with varying risk, etc. It depends on the conversations we have with our clients from the beginning through the extent of their investing journey. We manage a variety of account types including individual brokerage, joint, retirement IRA and Roth IRA, trust, and UGMA accounts.
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