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Individual Investor

Jay D. Merchant, CFA

Senior Research Analyst



  • 19 YRS


  • 3 YRS


  • B.S. from University of Pennsylvania

Jay Merchant, CFA is a Senior Research Analyst for the Alternative Strategies team. Prior to joining the Firm in 2014, Mr. Merchant was a Senior Research Analyst and Portfolio Manager at SunAmerica Asset Management, specializing in Global Resources companies and held equity research positions at Swergold Capital, C.E. Unterberg, Towbin and Citigroup Asset Management.

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  • B.S. from University of Pennsylvania


Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

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