Jay van Cleave
Owner & Wealth Advisor at Lsia Wealth Management
Based in Milwaukee, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Milwaukee
Industry
Financial Services
Company size
9
Contact information
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j•••••••@my-lsia.com
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Background
About Jay van Cleave
REDEFINING THE WEALTH MANAGEMENT EXPERIENCEAs a Wealth Advisor and founding member of LSIA, Jay works closely with institutions and individuals to build custom portfolios. Jay’s experience as a portfolio manager and research analyst provides his clients with a comprehensive viewpoint when building an asset allocation to fit their specific investment objectives. Jay is also a member of the firm’s equity team, where he helps establish the firm’s equity security positions.To learn more about Jay, visit https://mylsia.smashsites.com/meet-your-team-wealth/jay-van-cleave/.
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