Jay Nolan

Jay Nolan

Managing Director, Business Development

Jay leads CapShift’s business development effort. He spearheads outreach to advisors and potential strategic partners for the firm. Jay brings extensive sales and relationship management experience in the RIA and family office market. Prior to CapShift, Jay served as Sales Director at Just Invest, a direct indexing start-up that was acquired by Vanguard in 2021. He has also served as Regional Sales Director for RiverNorth Capital, a specialist asset manager based in Chicago. Jay’s early career included investment analyst roles at Cambridge Associates, Glenmede Trust Company, and Pitcairn. Jay holds a B.B.A. from James Madison University and an MBA from Emory University.

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Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLC's charges and expenses. CapShift Advisors LLC's advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our Form ADV, available at https://adviserinfo.sec.gov/.

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