Headshot image of Jay Welles, CFA

Jay Welles, CFA

Head of Core Equities and Managing Director, Technology

Jay Welles is the Head of Core Equities and Managing Director of the Technology Group and a member of the firm’s Global Core, U.S. Equity Core, and Non-U.S. Equity Core Teams. As Managing Director of the Technology Group, Jay is responsible for leading a group of analysts that perform bottom-up research on companies in the Technology sector. Research performed by these analysts ultimately leads to stock recommendations for a variety of the firm’s investment portfolios.

As a member of the firm’s Global Core, U.S. Equity Core, and Non-U.S. Equity Core Teams, Jay is part of the portfolio management teams responsible for voting on stock recommendations for our bottom-up, global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. Jay is also a member of the firm’s Executive Committee and Investment Policy Group.

Jay has been with Manning & Napier since 2000. He began his career in research in 2001 working as a Research Assistant in our Global Strategies Group. In 2004, Jay moved to the Technology Group working as a Junior Analyst. He has more than 15 years of experience conducting bottom-up, company-specific research within the Technology sector.

Jay earned his BS in Business Administration from Alfred University. He is also a CFA charterholder.

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