Jay began his career with Cantella over 15 years ago as a corporate intern in the Operations Department while a full-time student at Boston College. He soon applied his IT background to create software designed to improve the department’s efficiency, including automation of data delivery to both advisors and the home office.
GlobalView, Cantella's proprietary front-end system for advisors, was designed and developed by Jay, along with significant and ongoing input from Cantella's advisors. Many of the custom back-end systems, including commissions processing were fully implemented before Jay graduated from college.
Jay also served as Operations Manager from 2004 to 2006, during which time he integrated technology into every function of the department to enhance advisors' service and increase efficiency. He became Chief Information Officer in 2007 and joined the Board of Directors in 2008. His entrepreneurial spirit and commitment to constant improvement have touched every department at Cantella. His leadership, tested during the financial crisis, and his focus on helping our people deliver top quality service has positioned our firm for growth across several lines of business, including independent advisors, introducing tri-party and prime brokerage, NSCC mutual fund clearing, middle office and hybrid RIA services, and technology outsourcing and consulting.
In 2014, Jay was elected by industry peers to the Mid-Size Firm seat on the FINRA District Committee for District 11, and he recently completed a 3-year term. In this capacity, he advocated on behalf of FINRA member firms with FINRA's senior leadership. He continues to implement new technology as the firm’s CIO and consults as an expert witness in FINRA arbitrations. He holds FINRA Series 4, 7, 9, 10, 24, 27, 53, 55, 63, 65, and 87 licenses in addition to a BA in Economics from Boston College. Jay also holds Massachusetts Life, Health and Variable insurance licenses.
Jay lives in South Boston with his wife Becca, sons Declan and Owen, and daughter Brooke.BACK TO LEADERSHIP