Jay Close, CFA, CFP® directs our investment strategy and oversees the management of our clients’ portfolios. He creates custom investment solutions that are mosaics of our clients’ needs and values, insights from independent research sources, and our best ideas. Since 2006, Jay has been serving wealthy families as a fiduciary, managing their investments within the context of coordinated financial plans. Jay previously managed client portfolios totaling over $1 billion as the Director of Investments of a privately held wealth management firm. Before joining Motive, Jay served as a Senior Portfolio Manager in the Private Asset Management division of a Fortune 100 financial services firm. Based in Ann Arbor, his practice focused on serving the needs of high net worth faculty and physicians at The University of Michigan. Jay is a CFA® charterholder and CERTIFIED FINANCIAL PLANNER™ professional. He graduated magna cum laude from Western Michigan University with a major in Personal Financial Planning.DISCLOSURES:Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment advisory services offered through Motive Wealth Advisors, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements