Jay Van Cleave, CFA

Owner & Wealth Advisor at LSIA Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, Wisconsin, United States, US
Skills

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • LSIA Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Owner & Wealth Advisor
      • 2008 - Present

  • Portfolio Management Partners
    • Portfolio Manager
      • 2006 - 2008

  • Loomis, Sayles & Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Portfolio Manager
      • 2002 - 2006

  • Baird
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President & Securities Analyst
      • 1984 - 2001

Education

  • University of Wisconsin-Madison
    BBA, MBA, Finance

Community

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