Jay Handy

Jay is a visionary. We would not exist as a firm without his ability to see beyond the everyday and imagine what is possible. His background with Merrill Lynch and an alum from Harvard Business School gave him the tools to help create and expand our firm. An artist at heart, Jay loves to create and sees the potential beauty in things that are not obvious to most of us. His clients appreciate the passion and care that Jay brings to all his relationships.

Companies

• Personal Finance Teacher EDGEWOOD HIGH SCHOOL (2018)
• Strategic Advisor and Member Board of Directors CODAworx (2018)
• Founder, Printmaker (Jay Handy Ink) Jay Handy Ink (2018)
• Guest Lecturer Harvard Business School (2015)
• Financial Advisor, Co-Founder + Senior Portfolio Strategist SignalPoint Asset Management, LLC (2007)
• Co-Founder and CEO Endsulin (2016 — 2019)
• Strategic Advisor and Member Board of Directors HealthDecision (2016 — 2019)
• CEO DotCom Therapy (2016 — 2017)
• Vice President and Resident Director Merrill Lynch (1986 — 2007)

Education

• Harvard Business School
• Lesley University College of Art + Design
• Michigan State University