Jay Carroll is a Senior Wealth Advisor with Boston Private Wealth. For the past 20 years he has advised high net worth individuals, families and institutions across the U.S., Europe and Asia. Jay works with clients who have complex needs, utilizing his expertise in investment management, tax and estate planning, and lending to implement customized solutions. Through sophisticated financial planning, portfolio construction and risk management, Jay brings organization, structure, and peace of mind to clients.
Jay founded Colonial Wealth Management, a Boston-based investment advisory firm, which was acquired by Banyan Partners in 2010. Banyan Partners was acquired by Boston Private Wealth in 2014.
Jay is a graduate of Boston College, the College for Financial Planning and is active in several professional & civic organizations. He enjoys spending time with his family on the waters of Cape Cod, skiing in Vermont and watching his children’s sporting events.