TriBridge Partners, the financial advisory and benefits firm, has welcomed Jay Menton to the Wealth Management Team.
At Tribridge, Jay will work with Individual Solutions and Corporate Investment Retirement clients delivering comprehensive financial planning services and assist in structuring benefits for our individual, executive, and corporate clients. As the Director of Wealth Management, Jay’s role is to oversee investment and portfolio strategy implementation and to provide guidance on wealth preservation and generation.
“We are excited to add Jay to the Investment and Financial Planning team,” said Jason Ditto, Director of Financial Planning and Investments. “His extensive experience and diverse background in the equity markets brings an additional element to our Wealth Management capabilities. We look forward to collaborating with Jay to bring the best strategies to our clients.”
Jay brings 20 years of experience in financial services – from banking, portfolio management, and family office management– to his role at TriBridge. He has served on multiple corporate boards and as an entrepreneur and is an active member of the community. Jay holds an MBA from The University of Chicago Booth School of Business and a BA from Colgate University.
“I have known Jay for over 25 years, and he brings integrity and a sophisticated financial skill set that will be of great benefit to our clients,” said John Morris, Executive Vice President of TriBridge.
Securities, investment advisory and financial planning services are offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. (www.SIPC.org). Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 – 410.785.7654. TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. CRN202204-263587