Chief Investment Officer
Senior Portfolio Manager
Easterly Orange
Jay is the Chief Investment Officer and Portfolio Manager at Easterly Orange.
Prior to joining Easterly Orange, Jay founded Orange Investment Advisors in 2017 and held several leadership positions over 17 years at Semper Capital L.P. He joined Semper in 1999 as the Head of Mortgages, and served as the firm’s Chief Investment Officer from 2010 until his departure in 2016. He was also the Lead Portfolio Manager of the Semper MBS Total Return Fund from its inception until 2016. Prior to Semper, Jay spent 12 years at Atlantic Portfolio Analytics and Management. His experience included managing mortgage pass-throughs and mortgage derivatives in long only and leveraged portfolios.
Prior to managing portfolios, he spent four years developing analytical and operational systems, including one of the early CMO cash flow models. He began his career as an electrical engineer at Harris Corp., where he earned a patent for a digital radar design.
Jay received a B.S. in Electrical Engineering from the Massachusetts Institute of Technology and an MBA from the Florida Institute of Technology. He is a CFA® charterholder.
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