As a former senior vice president at Morgan Stanley in Boston, Jay Korff connected high-wealth clients with a wide range of investment opportunities. Analyzing financial markets, Jay Korff often generated more than $2 million in yearly revenues. Mr. Korff managed assets totaling over $600 million. His success made him a top producer at Morgan Stanley; at 29, he joined the Chairman’s Club, the youngest broker ever to receive the honor.

Consulting with high-net-worth people, Mr. Korff provided regular portfolio reviews, ensuring a proper allocation of stocks, bonds, and alternative investments. He also planned tax-reduction strategies for retirement plans and estates and onboarding new clients. In addition, he provided expertise across organizational lines and led advisor and broker teams. He held several FINRA licenses, including Series 5, 7, 64, and 65.

Mr. Korff earned a BS in economics at Clark University. His leisure activities include following Boston professional sports teams and golf.

Jay Korff