Jay serves as Senior Vice President and Fiduciary Consultant for Argent Trust Company in the Atlanta market, specializing in fiduciary services, ESOPs, executive compensation, and business succession planning. He works closely with business owners, executives, and boards of directors on fiduciary responsibilities, transaction oversight, and long-term planning.
Jay joined Argent in 2019 as a Portfolio Manager and transitioned to the ESOP team in 2025. With more than 25 years of experience in investment management, business analysis, and valuation, he has analyzed hundreds of businesses across industries, focusing on competitive positioning, financial performance, management teams, corporate governance, and business risks. His expertise includes business valuation using multiple approaches to assess book value, replacement value, and enterprise value.
Prior to Argent, Jay was a Partner at Wynden Capital Management, focusing on investment management, analytics, valuation, and transaction decisions. He also served as Managing Partner of LJD Partners, LLC, and spent 10 years as an Institutional Equity Research Analyst with Trusco Capital Management.
Jay also serves as an Independent Trustee for Niagara Income Opportunities Fund and Denali Structured Return Strategy Fund, both private credit interval funds, and on the board of D.A.P., Inc., a medical company.
He earned a Bachelor of Science in Economics from Texas Christian University and holds the CFA and CAIA designations. He is a member of the CFA Institute, CFA Society Atlanta, CAIA Association, The ESOP Association, and the National Center for Employee Ownership (NCEO).
