On Wall Street

Risk Management, Exacting Discipline

How does an accomplished American fighter pilot make the leap from TOPGUN to Wall Street? Simple, really. Jeffery Lay found the risk management skills, exacting discipline and uncompromising rigor of Naval Aviation to be the very foundation necessary to operate on the largest financial stage in all the world.

If the first decade of the 21st century taught us anything, it's that risk is ever present in our financial system. Jeff is a true expert on risk, and has had a front row seat to some of the most dramatic shifts in market valuations the world has ever seen. Jeff foresaw these risks, and signaled the warning even as Wall Street forged ahead.

Throughout his financial career, Jeff has diligently forged his personal acumen as an educator, risk manager, and protector of client wealth. A Chartered Market Technician (CMT), he was a Wealth Advisor at Neuberger Berman - then a Lehman Brothers company - where he came face-to-face with the risks Wall Street takes.

Today, Jeff is a trusted advisor to select families, senior executives, corporations, trusts, endowments and foundations. An accomplished financial author, he educates financial professionals on risk management, capital preservation and asset allocation and hosts a renowned global financial symposium each year, most recently held at the New York Stock Exchange.

Jeff also serves on the Board of the Market Technicians Association in New York, NY and is a Senior Advisor to the CMT Board of Governors. He was the first Director of the CMT Institute, and has personally mentored more than 400 financial analysts, portfolio managers, and proprietary traders during his Wall Street career.

Excellence is a Choice

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