Chief Investment Officer
Senior Portfolio Manager
Easterly Orange
Jay is the Chief Investment Officer and Portfolio Manager at Orange Investment Advisors, an Easterly Strategic Partner.
Prior to founding Orange Investment Advisors in 2017, Jay held several positions over 17 years at Semper Capital LP. He joined Semper in 1999 as the Head of Mortgages, and served as the firm’s Chief Investment Officer from 2010 until his departure in 2016, as well as Lead Portfolio Manager of the Semper MBS Total Return Fund from its inception through until his departure in 2016. Prior to Semper, Jay spent 12 years at Atlantic Portfolio Analytics and Management. His experience included managing mortgage pass-throughs and mortgage derivatives, in long only and leveraged portfolios.
Prior to managing portfolios, he spent four years developing analytical and operational systems, including one of the early CMO cash flow models. He began his career as an electrical engineer at Harris Corp. where he earned a patent for a digital radar design. Jay holds a B.S. in Electrical Engineering from the Massachusetts Institute of Technology and a M.B.A. from the Florida Institute of Technology.
In his first 75 days back in office, President Trump signed a record-breaking 104 executive orders, surpassing the 100-day benchmark previously held by Franklin D. Roosevelt.
Learn MoreRisk assets finished 2024 on a strong note in Q4 with most asset classes posting positive returns relative to Treasuries despite the revolt by bond vigilantes that took the long end of the curve close to the highest rates of the year.
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