Jay Welles, CFA
Head of Core Equities
Jay Welles is a member of the firm’s Core Team and became the Head of Core Equities in 2023. As a member of the firm's Core Team, Jay is part of the portfolio management team responsible for voting on stock recommendations for our bottom-up U.S. equity, non-U.S. equity (which he has been a voting member of since 2015), global equity, and multi-asset class investment strategies.
Jay has been with Manning & Napier since 2000. He began his career in research in 2001 working as a Research Assistant in our Global Strategies Group. In 2004, Jay moved to the Technology Group working as a Junior Analyst and most recently as Managing Director. He has more than 20 years of experience in a research role at Manning & Napier.
Jay earned his BS in Business Administration from Alfred University. He is also a CFA® charterholder.