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@flourishwm.com
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Jay E. Pluimer, Aif® Cima® is listed as Director of Investments and Host of the Flourish Insights Podcast at Flourish Wealth Management®, a company with 5 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at flourishwm.com, phone signal with area code 612, and a matched LinkedIn profile for Jay E. Pluimer, Aif® Cima®.
Jay E. Pluimer, Aif® Cima® previously worked as Director of Investments at Flourish Wealth Management® and Host of the Flourish Insights Podcast at Flourish Wealth Management®. Jay E. Pluimer, Aif® Cima® holds Bachelor Of Arts, History from Lawrence University.
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AeroLeads found 1 current-domain work email signal for Jay E. Pluimer, Aif® Cima®. Compare company email patterns before reaching out.
Jay Pluimer brings over 25 years of experience working with Investment Committees and individual investors to Flourish Wealth Management. He has built a career focused on investment research, client conversations about investments, and building diversified portfolios to help clients accomplish their goals. As Director of Investments, Jay is passionate about the opportunity to deliver individualized investment solutions for our clients that help align their resources and goals while proactively incorporating ESG Investments to help clients align their dollars with their values.Jay is the host of the mini-podcast Flourish insights. Check it out on apple podcasts https://podcasts.apple.com/us/podcast/flourish-insights/id1525765007 or on Alexa by saying "Alexa, open Flourish Insights"After earning a degree from Lawrence University in Appleton, WI, Jay began an investment career in his hometown of Minneapolis. He became a subject matter expert for investment research and client services by working at investment management and consulting firms. Jay led manager due diligence efforts at multiple firms, participated on Investment Committees to select preferred investment options and set target allocations for client portfolios, and worked with clients to build diversified portfolios. To support these efforts, Jay earned the Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary (AIF®) and CFA Certificate in ESG Investing designations. Jay joined Flourish as the Director of Investments as his dream job where he combines the investment and client service skill sets to work directly with clients in conjunction with the wealth management team. Jay lives in Minneapolis with his wife (and co-worker) Kathy Longo, along with their three children, Madeline, Fernando and Grace.
Listed skills include 401K, Relationship Management, Investments, Asset Allocation, and 23 others.
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Edina, MN
Jay Pluimer brings over 25 years of experience to lead the investment experience for our clients at Flourish Wealth Management®. With a background working with Investment Committees and high net worth investors, Jay has built a career focused on helping clients achieve their objectives by building investment portfolios and providing clear communications..
Flourish Insights, hosted by Director of Investments, Jay Pluimer, provides timely information on the markets, the economy, and the impact that they have on your investments.
Edina, MN
Our goal is to improve the retirement savings opportunities for plan participants through simplicity, transparency, and lower costs. We share the plan sponsor’s mission to help employees understand and achieve their financial goals. The process starts by sharing fiduciary responsibility, implementing a plan design to help plan sponsors and participants.
Greater Minneapolis-St. Paul Area
Managing Director of Sales, Marketing, Consultant Relations, and Client Service at an Emerging Manager small-cap growth firm based in Minneapolis. Led significant growth in firm assets and revenues while establishing brand recognition within the institutional consultant universe.
Greater Minneapolis-St. Paul Area
Head of Consultant Relations for a $100 Billion AUM investment management firm. Worked with the Institutional Advisory Group of FAF Advisors to develop new client relationships through improved status with the investment consultant community. Coverage focus on the West Coast and Midwest. Led development of an effective investment conference strategy to.
Greater Minneapolis-St. Paul Area
Led Investment Services team in providing fiduciary services to institutional 401k and DB Plans. Provided education to investment committees, designed and implemented Investment Policy Statements, incorporated manager searches, and helped clients meet their fiduciary obligations. Also a Trust Officer for Stanton Trust Company, NA.
Greater Minneapolis-St. Paul Area
Led the research process for Alternative Investments for a $80+ Billion investment consulting firm. Primary coverage of hedge and private equity fund-of-funds strategies, including client education and searces, along with asset allocation. Member of the Research Committee to select investment options for client portfolios.
Greater Minneapolis-St. Paul Area
Investment Analyst for wide variety of alternative investment strategies including hedge funds, private equity, and real estate. Supported the ongoing research and monitoring for the firm's investment programs. Responsible for presenting investment performance data for quarterly meetings of the Investment Committee.Compliance Officer functions included the.
Greater Minneapolis-St. Paul Area
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Jay E. Pluimer, Aif® Cima® works for Flourish Wealth Management®.
Jay E. Pluimer, Aif® Cima® is listed as Director of Investments and Host of the Flourish Insights Podcast at Flourish Wealth Management®.
AeroLeads has found 1 work email signal at @flourishwm.com for Jay E. Pluimer, Aif® Cima® at Flourish Wealth Management®.
AeroLeads has found 4 phone signal(s) with area code 612 for Jay E. Pluimer, Aif® Cima® at Flourish Wealth Management®.
Jay E. Pluimer, Aif® Cima® is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Flourish Wealth Management®.
Jay E. Pluimer, Aif® Cima® has worked for Flourish Wealth Management®, Summit Creek Advisors, Faf Advisors, Stanton Group, and Jeffrey Slocum & Associates.
You can use AeroLeads to view verified contact signals for Jay E. Pluimer, Aif® Cima® at Flourish Wealth Management®, including work email, phone, and LinkedIn data when available.
Jay E. Pluimer, Aif® Cima® holds Bachelor Of Arts, History from Lawrence University.
Jay E. Pluimer, Aif® Cima® is listed with skills including 401K, Relationship Management, Investments, Asset Allocation, Due Diligence, Financial Advisory, Portfolio Management, and Risk Management.
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