Jay Welles, CFA
Head of Core Equities
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.