AeroLeads people directory · profile
Jay Coulter, Cfp®, Cima® Email & Phone Number
Chief Executive Officer
at
Titleist Asset Management
1 work email found
@morganstanleysmithbarney.com
1 phone found area 770
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
Marietta, Georgia, United States
Who is Jay Coulter, Cfp®, Cima®? Overview
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Quick answer
Jay Coulter, Cfp®, Cima® is listed as Chief Executive Officer at Titleist Asset Management, based in Marietta, Georgia, United States. AeroLeads shows a work email signal at morganstanleysmithbarney.com, phone signal with area code 770, and a matched LinkedIn profile for Jay Coulter, Cfp®, Cima®.
Jay Coulter, Cfp®, Cima® previously worked as President & Chief Investment Strategist at Resilient Advisor and Founder & Chief Investment Officer at Resilient Wealth. Jay Coulter, Cfp®, Cima® holds Mba, Business from Emory University - Goizueta Business School.
Company email context
Email format at Titleist Asset Management
This section adds company-level context without repeating Jay Coulter, Cfp®, Cima®'s masked contact details.
*@morganstanleysmithbarney.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jay Coulter, Cfp®, Cima®. Compare company email patterns before reaching out.
Profile bio
About Jay Coulter, Cfp®, Cima®
Jay Coulter, Cfp®, Cima® is a Chief Executive Officer at Titleist Asset Management. He possess expertise in public speaking, portfolio management, sales leadership training, mutual funds, finance and 21 more skills. Colleagues describe him as "I was very fortunate to be on the same team with Jay during our time at Goizueta. Jay's analytical problem solving towards complex business challenges was always balanced and rooted in sound judgment. Additionally, Jay was one of the best at delivering our results as a team to our class and professors with the right level of executive focus on the key outcomes.", "It has been a pleasure to work with Jay over the years. He is intelligent, insightful and very good at navigating what can sometimes be difficult or challenging conversations. He is a gifted public speaker and one of the best partners I had in the business. I would highly recommend Jay.", and "Jay was the best team and project presenter in our class. Wish I had the opportunity to be on any of his teams."
Listed skills include Public Speaking, Portfolio Management, Sales Leadership Training, Mutual Funds, and 22 others.
Current workplace
Jay Coulter, Cfp®, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 29 years
Jay Coulter, Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
President & Chief Investment Strategist
CurrentWe help Financial Advisors & Firms simplify their investment and practice management systems.We provide 4 core services:** Outsourced CIO Services, Model Portfolios & Research** Enterprise Consulting for RIAs** Coaching for a small roster of high performing Financial Advisors** Transition Consulting for advisors who are exploring a moveWithout simple systems, a Financial Advisor's business will always be in a state of chaos. After implementing the Resilient Advisor™ Framework our clients become hyper-focused, clear on their value, confident in their ability to grow and free to build their ideal life.
2015 - Present
~11 yrs 6 mos
Founder & Chief Investment Officer
CurrentOur mission is to help families build Financial Resilience. We do this by: ** Providing Investment Management, Financial Planning & Retirement Planning** Producing educational resources that promote Financial Literacy & Resilience
2019 - Present
~7 yrs 6 mos
Partner
CurrentOpal Capital provides Outsourced Chief Investment Officer (OCIO) services, Asset Management, and Consulting services. Through our OCIO program, we partner with our clients to provide institutional rigor to their investment process, allowing for them to remain focused on what really matters…client outcomes. Since 2016 we have provided advisors with customized client resources and support for their investment solutions allowing for a seamless integration into their business and creating capacity for growth. Our Asset Management division manages the Opal Dividend Income ETF (Symbol DIVZ) which launched in 2021. We also manage a variety of Separately Managed Accounts (SMAs). Additionally, Opal Invest offers comprehensive consulting services to help financial firms with launching, optimizing, and scaling their operations. Our seasoned investment team have held previous roles at Goldman Sachs, Pimco, Neuberger Berman, Guggenheim and Morgan Stanley. The team has directly managed over $15 Billion in previous roles and hold various industry designations including Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Learn more by visiting www.opalinvest.com.
Apr 2024 - Present
Founder & Host
We are broadcasting the Advisor Evolution. Home of Advisor Speed Demos, ETF Stories, Advisor Office Hours and RIA Stories.
2021 - Oct 2024
Regional Vice President
2013 - 2015
~2 yrs
Etf Portfolio Specialist
Greenhaven Group
2012 - 2013
~1 yr
Portfolio Manager & Financial Planner
2009 - 2012
~3 yrs
Vice President
2000 - 2008
~8 yrs
Financial Advisor
1998 - 2000
~2 yrs
3 education records
Jay Coulter, Cfp®, Cima® education
Mba, Business
Emory University - Goizueta Business School
Bs, Business Administration
University Of Tennessee, Knoxville
Education record
Radnor High School
FAQ
Frequently asked questions about Jay Coulter, Cfp®, Cima®
Quick answers generated from the profile data available on this page.
What company does Jay Coulter, Cfp®, Cima® work for?
Jay Coulter, Cfp®, Cima® works for Titleist Asset Management.
What is Jay Coulter, Cfp®, Cima®'s role at Titleist Asset Management?
Jay Coulter, Cfp®, Cima® is listed as Chief Executive Officer at Titleist Asset Management.
What is Jay Coulter, Cfp®, Cima®'s email address?
AeroLeads has found 1 work email signal at @morganstanleysmithbarney.com for Jay Coulter, Cfp®, Cima® at Titleist Asset Management.
What is Jay Coulter, Cfp®, Cima®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 770 for Jay Coulter, Cfp®, Cima® at Titleist Asset Management.
Where is Jay Coulter, Cfp®, Cima® based?
Jay Coulter, Cfp®, Cima® is based in Marietta, Georgia, United States while working with Titleist Asset Management.
What companies has Jay Coulter, Cfp®, Cima® worked for?
Jay Coulter, Cfp®, Cima® has worked for Titleist Asset Management, Resilient Advisor, Resilient Wealth, Opal Capital, and Financialadvisor.Tv.
How can I contact Jay Coulter, Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for Jay Coulter, Cfp®, Cima® at Titleist Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Jay Coulter, Cfp®, Cima® attend?
Jay Coulter, Cfp®, Cima® holds Mba, Business from Emory University - Goizueta Business School.
What skills is Jay Coulter, Cfp®, Cima® known for?
Jay Coulter, Cfp®, Cima® is listed with skills including Public Speaking, Portfolio Management, Sales Leadership Training, Mutual Funds, Finance, Investments, Asset Allocation, and Equities.
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