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Jay Koehler, CPWA®

Senior Vice President
Jay Koehler, CPWA<sup>®</sup> headshot

Jay Koehler, CPWA®

Senior Vice President

Jay joined PSG in 2023 and is senior vice president and a Certified Private Wealth Advisor. He is focused on business development and is a member of the Investment Committee.

Previously, Jay was managing director and co-head of New York Institutional Equity Sales at Barclays and Lehman Brothers. In his 22 years at the two entities, he was responsible for client engagement and relationship management with the firm’s institutional client base. Jay was also vice president of institutional sales at JPMorgan. He started his career at Price Waterhouse, where he was a certified public accountant.
Jay obtained his bachelor’s degree from the Kelley School of Business at Indiana University.

Jay and his wife live in New York City with their two children and their dog. In addition to spending time on the sidelines of courts and fields watching his children compete, Jay is a passionate golfer, family skier, C-level squash player and voracious reader.

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Jay joined PSG in 2023 and is senior vice president and a Certified Private Wealth Advisor. He is focused on business development and is a member of the Investment Committee.

Previously, Jay was managing director and co-head of New York Institutional Equity Sales at Barclays and Lehman Brothers. In his 22 years at the two entities, he was responsible for client engagement and relationship management with the firm’s institutional client base. Jay was also vice president of institutional sales at JPMorgan. He started his career at Price Waterhouse, where he was a certified public accountant.
Jay obtained his bachelor’s degree from the Kelley School of Business at Indiana University.

Jay and his wife live in New York City with their two children and their dog. In addition to spending time on the sidelines of courts and fields watching his children compete, Jay is a passionate golfer, family skier, C-level squash player and voracious reader.

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Meet Our Team

Edward L. Scharf headshot
Edward L. Scharf headshot black and white
Edward L. Scharf
Managing Director
Richard A. Yoken headshot
Richard A. Yoken headshot black and white
Richard A. Yoken
Managing Director
Catherine (Bobbie) Nacianceno headshot
Catherine (Bobbie) Nacianceno headshot black and white
Catherine (Bobbie) Nacianceno
Senior Client Services Coordinator
Jacqueline O’Toole headshot
Jacqueline O’Toole headshot black and white
Jacqueline O’Toole
Director of Operations and Investment Associate
Jacques E. Boubli, CFP<sup>®</sup> headshot
Jacques E. Boubli, CFP<sup>®</sup> headshot black and white
Jacques E. Boubli, CFP®
Managing Director
Jay Koehler, CPWA<sup>®</sup> headshot
Jay Koehler, CPWA<sup>®</sup> headshot black and white
Jay Koehler, CPWA®
Senior Vice President
Jayndee Castro headshot
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Jayndee Castro
Client Services Coordinator
Laurie Ghali headshot
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Laurie Ghali
Chief Compliance Officer
Lawrence D. Bartimer, CPA headshot
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Lawrence D. Bartimer, CPA
Managing Director
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Marc Connuck, CFA
Research Analyst
Maritza S. Rivera headshot
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Maritza S. Rivera
Senior Client Services Coordinator
Natasha Hanan, CFA headshot
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Natasha Hanan, CFA
Wealth Advisor
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Peter S. Yorkes
Managing Director
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Samarsha Drysdale
Client Services Coordinator
Thomas M. Zottner, CFA headshot
Thomas M. Zottner, CFA headshot black and white
Thomas M. Zottner, CFA
Managing Director
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The Portfolio Strategy Group, LLC
50 Main Street, Suite 1280
White Plains, NY 10606

914.288.4900 tel
800.535.5110
914.328.6670 fax

info@PSGwealth.com

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