The Portfolio Strategy Group is excited to announce the addition of Jay Koehler, who has joined our firm as Senior Vice President. Jay brings over 20 years of institutional equity sales experience to PSG and will head up new business development and serve as a member of the Investment Committee. Prior to joining PSG, Jay was Managing Director and Co-Head of New York Institutional Equity Sales at Barclays and Lehman Brothers. Prior to Lehman, Jay was Vice President of Institutional Sales at JPMorgan. He started his career as a Certified Public Accountant at Price Waterhouse. Jay obtained his bachelor’s degree from the Kelley School of Business at Indiana University.
We welcome Jay and look forward to the value and growth he will bring to PSG!