Port One Companies

Jay Warner

JAY WARNER

CFA
PARTNER, MANAGING DIRECTOR OF INVESTMENTS

Jay has nearly 25 years of investment experience and has spent the last 16 years working for firms that were deeply rooted in due diligence and analysis of alternative investment managers. Jay was a Founding Partner of Balter Capital Management, a globally focused RIA that he helped grow to peak assets of over $1.5B through managing client acquisitions, leading research efforts, and ensuring operational efficiencies with impeccable client services and controlled deliverables. Jay consistently seeks opportunities to analyze complex organizational structures and processes to unite shareholders with varying agendas. As the Director of Investments, Jay will serve as the foundation for Port One Companies’ asset management platform that will cover a full spectrum of asset classes from alternatives to traditional equity and bond portfolios.

EDUCATION/AFFILIATIONS

  • University of Massachusetts | B.S. Corporate Finance | 1999
  • CFA Institute | Chartered Financial Analyst Holder
  • Advanced Visibility | Strategic Advisor

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