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Jay Robinson-Duff Iii, Cfa Email & Phone Number
Vice President
at
First American Trust, FSB
2 work emails found
@firstam.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President
Location
San Diego, California, United States
Company size
Who is Jay Robinson-Duff Iii, Cfa? Overview
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Quick answer
Jay Robinson-Duff Iii, Cfa is listed as Vice President at First American Trust, FSB, a with 2 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at firstam.com and a matched LinkedIn profile for Jay Robinson-Duff Iii, Cfa.
Jay Robinson-Duff Iii, Cfa previously worked as Past President at Estate Planning Council Of San Diego and Independent Consultant at Mundoval Capital Management, Inc. Jay Robinson-Duff Iii, Cfa holds B.S., Business Administration from Bryant University.
Company email context
Email format at First American Trust, FSB
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*@firstam.com
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AeroLeads found 2 current-domain work email signals for Jay Robinson-Duff Iii, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jay Robinson-Duff Iii, Cfa
In the 1920’s my grandfather started his own business as a Specialist on the Floor for the New York Stock Exchange. This started our family history of being in the finance industry. My father followed, as did I. During college breaks, I worked on the floor with my Dad as his Clerk. It was one of the greatest experiences that helped lead me to where I am today. My experience at Russell Investment Group gave me the opportunity to manage and lead the Trading Desk. To expand on the family value of integrity, I always work for the client. I have demonstrated the ability to build long term relationships with my clients through delivering a value service. I work successfully with my clients by creating the portfolio that best suits them. I listen, I care, I want what is best for them.
Listed skills include Equities, Fixed Income, Portfolio Management, Electronic Trading, and 46 others.
Current workplace
Jay Robinson-Duff Iii, Cfa's current company
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First American Trust, Fsb
8 roles
Jay Robinson-Duff Iii, Cfa work experience
A career timeline built from the work history available for this profile.
Past President
CurrentI have transitioned from the position of President to Past President for the season of 2024-2025 of the EPCSD.
Jul 2024 - Present
Vice President
Currento Helping families create a legacy plan so the wealth will grow over the future generations.o Perform portfolio analysis on prospective client’s assets, fixed Income, equities, and real estateo Recommend changes to the portfolio within the agreed-on Capital Gains Budget to achieve client objectiveso Focus on Ultra-High Net Worth prospects and clients advising about asset allocation, individual investments, family meetings, offices, and trust strategies
Jul 2015 - Present
Independent Consultant
Mundoval Capital Management, Inc
o Instituted Utilization of third-party software to enhance portfolio evaluations and portfolio attribution o Articulated the defining characteristics and nuances of our Investment Solutionso Ensured consistent messaging and communicated updates to defined audience
Oct 2013 - Feb 2015
Managing Director
o Developed from scratch the methodology to manage accounts associated with Broker-Dealer custodians o Ensured consistent messaging and communicated updates o Developed and maintained a thorough process for systematic follow-up, thus increasing AUM by 16%
Mar 2011 - Sep 2013
Vice President
Fidelity Capital Markets
o Created customized trading and re-balancing rules pertaining to each individual client needso Introduced and integrated Vestmark as the Portfolio accounting and OMS systemo Collaborated with Financial Engineers to deliver customized strategies
Feb 2009 - Jan 2011
Director Of Trading
Byram Capital Management Llc
o Responsible for Equity models’ daily implementations, presented results to PM, and discussed potential changeso Traded $1.1Billion in Small (80%) Mid (15%) and Large (5%) stocks, average annual portfolio turnover of 50%o Mentored and Trained 3 individuals in the Investment Management Field and Equity Trading
Sep 2005 - Jan 2009
Manager Of Trading
o Producing manager, oversight of trading desk and trading assistance/settlement associateso Automated the trading desk, leading the progress to a Completely paperless trading environmento Oversaw trade reconciliation, settlement and compliance issues
Sep 1996 - Sep 2005
3 education records
Jay Robinson-Duff Iii, Cfa education
B.S., Business Administration
Education record
Millbrook
Education record
The Rectory School
FAQ
Frequently asked questions about Jay Robinson-Duff Iii, Cfa
Quick answers generated from the profile data available on this page.
What company does Jay Robinson-Duff Iii, Cfa work for?
Jay Robinson-Duff Iii, Cfa works for First American Trust, FSB.
What is Jay Robinson-Duff Iii, Cfa's role at First American Trust, FSB?
Jay Robinson-Duff Iii, Cfa is listed as Vice President at First American Trust, FSB.
What is Jay Robinson-Duff Iii, Cfa's email address?
AeroLeads has found 2 work email signals at @firstam.com for Jay Robinson-Duff Iii, Cfa at First American Trust, FSB.
Where is Jay Robinson-Duff Iii, Cfa based?
Jay Robinson-Duff Iii, Cfa is based in San Diego, California, United States while working with First American Trust, FSB.
What companies has Jay Robinson-Duff Iii, Cfa worked for?
Jay Robinson-Duff Iii, Cfa has worked for First American Trust, Fsb, Estate Planning Council Of San Diego, Mundoval Capital Management, Inc, Valara Capital Management Llc, and Fidelity Capital Markets.
Who are Jay Robinson-Duff Iii, Cfa's colleagues at First American Trust, FSB?
Jay Robinson-Duff Iii, Cfa's colleagues at First American Trust, FSB include Epcsd Admin.
How can I contact Jay Robinson-Duff Iii, Cfa?
You can use AeroLeads to view verified contact signals for Jay Robinson-Duff Iii, Cfa at First American Trust, FSB, including work email, phone, and LinkedIn data when available.
What schools did Jay Robinson-Duff Iii, Cfa attend?
Jay Robinson-Duff Iii, Cfa holds B.S., Business Administration from Bryant University.
What skills is Jay Robinson-Duff Iii, Cfa known for?
Jay Robinson-Duff Iii, Cfa is listed with skills including Equities, Fixed Income, Portfolio Management, Electronic Trading, Equity Trading, Investments, Investment Management, and Series 63.
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