J

John Bay's contacts

Position:CIO & Senior Wealth Manager & Founder at Kaizen Wealth Strategies
Experience:18 years
Location:United States

How to contact John Bay

Found email addresses for John Bay:
j***@newedgeadvisors.com,
j***@aol.com,
b***@gmail.com,
b***@pallascapitaladvisors.com
Found phone numbers for John Bay:
+1-323-***-**76
Found social network links for John Bay:
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Work Experience

CIO & Senior Wealth Manager & Founder at Kaizen Wealth Strategies

Mar 2025 - Current

Chief Investment Officer at Private Family Office

Jan 2024 - Dec 2024

Chief Market Strategist at Marathon Financial Group, LLC

Nov 2022 - Jan 2024

Senior Portfolio Manager at NewEdge Advisors

Apr 2021 - Nov 2022

Senior Portfolio Manager at Pallas Capital Advisors

Mar 2020 - Feb 2021

Portfolio Manager at Pallas Capital Advisors

Jul 2019 - Apr 2020

Senior Wealth Strategy Analyst at UBS

Jan 2018 - Jun 2019

Portfolio Manager/ Equity Research Analyst at Keel.io

Jan 2017 - Dec 2017

Investment Analyst - Student Investment Fund at UCLA Anderson School of Management

Feb 2016 - May 2017

MBA Summer Intern at NISA Investment Advisors, LLC

Jun 2016 - Aug 2016

AVP - Socially Innovative Investing & High Quality Core Investment Models at U.S. Trust

Jan 2013 - Aug 2015

Credit Analyst at Bank of America - Workout Group

Nov 2012 - Nov 2013

Associate at Merrill Lynch

Aug 2010 - Nov 2012

Equities Trader at Lynx Capital (now part of T3 Trading)

Sep 2009 - Jun 2010

Institutional Sales Intern at Knight Capital Group

May 2008 - Aug 2008

John Bay started working in 2008, then the employee has changed 13 companies and 13 jobs. On average, John Bay works for one company for 1 year 1 month.

Education

Master of Business Administration (M.B.A.) at UCLA Anderson School of Management

Bachelor of Science (B.Sc.) at Bates College

Portsmouth Abbey School

Darien High School

Frequently Asked Questions

What is John Bay's minimum period of employment in the companies?

John Bay's minimum period of employment in various companies is 2 months.

What is John Bay's average duration of employment for different companies?

On average, John Bay works for one company for 1 year 2 months

What industries has John Bay worked in?

John Bay worked in the Financial Services, and Higher Education.

What positions has John Bay held before?

Previously, John Bay worked as a Chief Investment Officer, and Chief Market Strategist, and Senior Portfolio Manager, and Portfolio Manager, and Senior Wealth Strategy Analyst.

How do I contact John Bay?

John Bay's email address is ********@gmail.com, phone number is +1-323-***-**47. Sign up to get contact details.

John Bay Namesakes

Name
Company
Position
J
Quality Assurance Technician
J
Senior SaaS Account Manager

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