Managing Director
Current
Jul 2023 - Present
AeroLeads people directory · profile
Jay Folz, Cfa Email & Phone Number
Managing Director at CAPITAL WEALTH ADVISORS
at
Capital Wealth Advisors
1 work email found
@capitalwealthadvisors.com
2 phones found area 239
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director at CAPITAL WEALTH ADVISORS
Location
Naples, Florida, United States
Who is Jay Folz, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jay Folz, Cfa is listed as Managing Director at CAPITAL WEALTH ADVISORS at Capital Wealth Advisors, based in Naples, Florida, United States. AeroLeads shows a work email signal at capitalwealthadvisors.com, phone signal with area code 239, and a matched LinkedIn profile for Jay Folz, Cfa.
Jay Folz, Cfa previously worked as Managing Director at Capital Wealth Advisors and Senior Vice President at Capital Wealth Advisors. Jay Folz, Cfa holds Bachelor Of Science (B.S.), Finance from Indiana University Bloomington.
Company email context
Email format at Capital Wealth Advisors
This section adds company-level context without repeating Jay Folz, Cfa's masked contact details.
*@capitalwealthadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jay Folz, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jay Folz, Cfa
Jay Folz, Cfa is a Managing Director at CAPITAL WEALTH ADVISORS at Capital Wealth Advisors. He possess expertise in portfolio management, investment management, alternative investments, hedge funds, asset allocation and 2 more skills.
Listed skills include Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, and 3 others.
Current workplace
Jay Folz, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 30 years
Jay Folz, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Jun 2020 - Jul 2023
Director Of Distribution
Private Capital Management Llc
Apr 2003 - May 2020
Sales
1997 - 2003
~6 yrs
Financial Advisor
Mar 1994 - Mar 1997
4 education records
Jay Folz, Cfa education
Bachelor Of Science (B.S.), Finance
Education record
Education record
Lafayette High School
Education record
Lexington School
FAQ
Frequently asked questions about Jay Folz, Cfa
Quick answers generated from the profile data available on this page.
What company does Jay Folz, Cfa work for?
Jay Folz, Cfa works for Capital Wealth Advisors.
What is Jay Folz, Cfa's role at Capital Wealth Advisors?
Jay Folz, Cfa is listed as Managing Director at CAPITAL WEALTH ADVISORS at Capital Wealth Advisors.
What is Jay Folz, Cfa's email address?
AeroLeads has found 1 work email signal at @capitalwealthadvisors.com for Jay Folz, Cfa at Capital Wealth Advisors.
What is Jay Folz, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 239 for Jay Folz, Cfa at Capital Wealth Advisors.
Where is Jay Folz, Cfa based?
Jay Folz, Cfa is based in Naples, Florida, United States while working with Capital Wealth Advisors.
What companies has Jay Folz, Cfa worked for?
Jay Folz, Cfa has worked for Capital Wealth Advisors, Private Capital Management Llc, Polen Capital Management, and Painewebber.
How can I contact Jay Folz, Cfa?
You can use AeroLeads to view verified contact signals for Jay Folz, Cfa at Capital Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jay Folz, Cfa attend?
Jay Folz, Cfa holds Bachelor Of Science (B.S.), Finance from Indiana University Bloomington.
What skills is Jay Folz, Cfa known for?
Jay Folz, Cfa is listed with skills including Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, and Investment Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial