Jay S. H. Cruice Jr.,

Chief Investment Officer
CFO Capital Management

Education Background:

  • University of Pennsylvania, Philadelphia, Pa: BA 1976
  • The Wharton School, Philadelphia, Pa:  BS 1976
  • The Colgate Darden Graduate School of Business at the University of Virginia, Charlottesville, VA: MBA 1981
  • Certified Financial Planner [CFP®], 1984
  • Chartered Life Underwriter [CLU], 1985
  • Chartered Financial Consultant [ChFC], 1985
  • Certified Fund Specialist [CFS], 1995

Business Background:

  • Chief Investment Advisor and President of Cruice Financial Organization/ Cruice Investment Advisors, Ltd. / CFO Capital Management 1987 - 2023
  • Series 7, Series 63, Series 65, and Series 24 FINRA licensed while a Registered Representative for United Planners Financial Services (12/2017 to 01/2021)
  • Insurance licensed [Life & Health]

Jay is single with three grown children and currently resides in Hobe Sound, Florida and Westport, Connecticut. During his career, he has been involved with his community as a coach of youth sports teams, as a Sunday school teacher, and a member of Rotary International. Jay has always been an avid sportsman who enjoys playing tennis, platform tennis and golf as well as fly fishing and skiing in his spare time.

Phone 203.221.0202