A veteran wealth manager and portfolio strategist based in Boston, Jay Korff joined Dean Witter, now Morgan Stanley, in 1980 as a financial advisor. An early success in this role, he was named to the company’s Chairman’s Club at age 29, the youngest to achieve that honor, and would make either the Chairman’s or the President’s Club on more than 20 occasions. Jay Korff produced upwards of $2 million in annual revenue at Morgan Stanley and was promoted to the position of senior vice president, which entailed the oversight of all client assets in addition to regulatory compliance, wealth planning processes, and client relationship management, among other responsibilities. Mr. Korff left Morgan Stanley in 2010 to start his own company.
An economics graduate of Clark University, Jay Korff secured many professional designations during his career as a financial advisor, including his Series 5, 7, 64, and 65 licenses, and engaged with professional organizations such as the Chartered Market Technicians Association. Mr. Korff now spends time actively supporting charitable organizations such as Boston’s Dana-Farber Cancer Institute.