Managing Partner
Current
Jul 2024 - Present
AeroLeads people directory · profile
Jay Warner, Cfa Email & Phone Number
Managing Partner - Epogee Capital | CFA Institute Charterholder
at
Epogee Capital Management
1 work email found
@methodadvisors.com
3 phones found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner - Epogee Capital | CFA Institute Charterholder
Location
Boston, Massachusetts, United States
Who is Jay Warner, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jay Warner, Cfa is listed as Managing Partner - Epogee Capital | CFA Institute Charterholder at Epogee Capital Management, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at methodadvisors.com, phone signal with area code 617, and a matched LinkedIn profile for Jay Warner, Cfa.
Jay Warner, Cfa previously worked as Managing Partner at Epogee Capital Management and Investor at Rhode Island Fc. Jay Warner, Cfa holds Bachelor Business Administration, Finance from University Of Massachusetts, Amherst.
Company email context
Email format at Epogee Capital Management
This section adds company-level context without repeating Jay Warner, Cfa's masked contact details.
{first}@methodadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jay Warner, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jay Warner, Cfa
Our team at Epogee Capital Management consistently delivers innovative investment strategies, leveraging my expertise in alternative investments and portfolio management honed over years in the finance field. With strategic roles at Rhode Island FC and Advanced Visibility USA, we have cultivated a robust skill set in investments, alternative investments, and portfolio management. As Managing Partner, my mission aligns with our company's dedication to advancing financial growth, and I'm committed to contributing diverse perspectives and experiences to our team. Our success is driven by a shared goal to empower clients with sound financial acumen and strategic insights.
Listed skills include Equities, Hedge Funds, Investments, Alternative Investments, and 4 others.
Current workplace
Jay Warner, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Jay Warner, Cfa work experience
A career timeline built from the work history available for this profile.
Investor
Current
Nov 2021 - Present
Strategic Advisor
Current
Sep 2019 - Present
Partner / Director Of Investments
Apr 2022 - Jul 2024
Partner
Apr 2020 - Mar 2022
Managing Director
Jul 2019 - Mar 2020
Partner & Chief Operating Officer
Balter Capital Management, Llc
Jun 2004 - Jun 2019
Equity Research Analyst
May 2000 - May 2004
Financial Management Leadership Development Program
Jun 1999 - May 2000
3 education records
Jay Warner, Cfa education
Bachelor Business Administration, Finance
Post-Graduate
High School
FAQ
Frequently asked questions about Jay Warner, Cfa
Quick answers generated from the profile data available on this page.
What company does Jay Warner, Cfa work for?
Jay Warner, Cfa works for Epogee Capital Management.
What is Jay Warner, Cfa's role at Epogee Capital Management?
Jay Warner, Cfa is listed as Managing Partner - Epogee Capital | CFA Institute Charterholder at Epogee Capital Management.
What is Jay Warner, Cfa's email address?
AeroLeads has found 1 work email signal at @methodadvisors.com for Jay Warner, Cfa at Epogee Capital Management.
What is Jay Warner, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 617 for Jay Warner, Cfa at Epogee Capital Management.
Where is Jay Warner, Cfa based?
Jay Warner, Cfa is based in Boston, Massachusetts, United States while working with Epogee Capital Management.
What companies has Jay Warner, Cfa worked for?
Jay Warner, Cfa has worked for Epogee Capital Management, Rhode Island Fc, Advanced Visibility Usa, Port One Companies, and Method Advisors.
How can I contact Jay Warner, Cfa?
You can use AeroLeads to view verified contact signals for Jay Warner, Cfa at Epogee Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Jay Warner, Cfa attend?
Jay Warner, Cfa holds Bachelor Business Administration, Finance from University Of Massachusetts, Amherst.
What skills is Jay Warner, Cfa known for?
Jay Warner, Cfa is listed with skills including Equities, Hedge Funds, Investments, Alternative Investments, Management, Portfolio Management, Private Placements, and Funding.
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