Jay Gelb Email & Phone Number

New York, New York, United States

Sands Point, New York, United States

As the Managing Member at Seacoast Advisors, I provide boutique consulting services for the insurance and financial services industry. My role involves developing tailored solutions for companies to achieve their full potential, including strategic planning, financial performance optimization, and M&A advisory. With a focus on enhancing company value, I lead initiatives to improve the investor narrative and drive growth for our clients.

New York, New York, United States

Build and enhance lasting client executive relationships by linking strategy and transformations to value creation with a particular focus on the insurance and broader financial services industryExamples of my impact with clients:+ Advance a multi-national insurer’s efforts to transform its business, enhance product offerings, and uncover M&A opportunities+ Develop M&A strategy, due diligence and post-merger integration for a P&C insurer + Shape a growth strategy for a leading insurer focused on the legacy market+ Develop strategy for an insurer to improve returns and enhance capabilities vs. competitors+ Accelerate a global insurer’s goal of expanding its emerging markets presence+ Advise CFOs on core topics of strategy, value creation, and investor relations+ Improve global clients’ investor narratives by effectively communicating strategic objectives, competitive strengths, and value creation potential

Greater New York City Area

Managing Director and senior equity analyst covering Property-Casualty Insurance and Life Insurance Industries as well as Berkshire Hathaway+Identified value-creating strategies and investment opportunities in the Insurance industry for institutional investors+ Created in-depth, proprietary research on 30 Insurance stocks (property-casualty, reinsurance, insurance brokers, and life insurance) with $1 trillion of total market capitalization+Selected by Warren Buffett to lead an analyst panel at Berkshire Hathaway’s annual shareholder meeting for multiple years in front of a 40,000-person audience+ Consistently recognized as a top-ranked equity analyst in the Insurance sector by clients in Institutional Investor's "All-America Research Team" annual survey including a first-place award

+ Identified value-creating strategies and investment opportunities in the Insurance industry for institutional investors+ Created in-depth, proprietary research on Insurance stocks + Consistently recognized as a top-ranked equity analyst in the Insurance sector by clients in Institutional Investor's "All-America Research Team" annual survey+ Mentored and motivated team members to reach their full potential+ Featured as an expert speaker at insurance industry conferences and executive-level events

+ Generated in-depth, differentiated research and analysis with a sales- and client-focused approach+ Recognized as an "Up and Comer" in the Institutional Investor poll

+ Conducted due diligence of acquisition and investment candidates for a technology research firm+ Empowered management with analysis used to formulate corporate strategy

+ Negotiated all lines of commercial property-casualty insurance coverage for financial institution customers+ Secured profitable business utilizing financial analysis skills and knowledge of the legal andregulatory environment

Bba, Finance, Economics

Activities and Societies: Dean's List, UMass rugby, UMass club lacrosse (co-captain)

Mba, Finance

Activities and Societies: Dean's List

Chartered Financial Analyst Designation, Finance And Investments

The Chartered Financial Analyst (CFA®) credential sets the standard as the most highly respected designation in the investment management.