Partner
Direct Extension: (516) 542-6300, ext. 5613
E-Mail: free@jrllc.com
Jay spends his career advising closely held and family businesses, as well as high net worth individuals, and coordinating the various tax, accounting, growth and lack of liquidity aspects that such entities face. Jay works with medical professionals, constructors, real estate, and family businesses. He has successfully steered several clients through the complicated and life-changing process of selling their business. Jay also manages the financial planning for the firm’s clients.
Jay received his Masters in Finance from NYU and graduated from SUNY Albany. He holds numerous NASD licenses including Series 7, 24, 27, 63 and 65 and has his Certified Mutual Fund Specialist Certification. He also holds his Life, Accident and Health license. He has served as a financial expert witness in several business and divorce litigation’s proceedings. Jay has been quoted in numerous publications, including Private Wealth Magazine, The Washington Post, Journal of Accountancy and CFA Magazine. He was selected by Medical Economics magazine, in 2000 and 2002, as one of the best 150 financial advisors for medical professionals in the United States. Jay is listed on the financial referral sites, www.bestofus.com and www.wiseradvisor.com.
Prior to merging into the Firm in 1998, Jay was a financial consultant at Shearson Lehman, and spent ten years as a partner at Freeberg & Freeberg, CPAs. He began his career at Deloitte & Touche.
Jay lives in Roslyn Heights with his wife and with their two children, Ben and Alyssa.
