Jay Roberts brings a wealth of expertise to Flah & Company, leveraging a distinguished 35-year career in the investment management sector. As our Director of Financial Analysis, Jay plays a pivotal role in driving our financial strategies and operational excellence.
From 2018 to 2023, Jay spearheaded the formation and scale-up of a leveraged buy-to-rent program, focusing on the acquisition of foreclosed and distressed properties. His leadership was instrumental in building and operating a $20 million multi- and single-family residential real estate portfolio in South Florida, showcasing his acumen in real estate investment and portfolio management.
Prior to this, Jay spent 15 years in the hedge fund industry, where he held key executive roles including CFO, COO, and CCO for registered investment advisors catering to institutional clients and private investment funds. His responsibilities encompassed overseeing accounting, tax, operations, legal, and compliance matters, particularly for advisors specializing in mortgage-backed assets and other fixed income securities. Jay's expertise in managing trade operations, developing portfolio risk analytics, and performing financial and security modeling significantly contributed to the success of these complex portfolios.
Jay's career also includes a substantial tenure at Raymond James Financial from 1991 to 2002, a prominent regional brokerage, investment management, and financial services firm. Starting as a fund accountant, Jay advanced to trading and portfolio management positions for fixed income portfolios, further honing his financial management skills.
Early in his career, Jay served as a senior auditor at Deloitte, focusing on banking and investment management clients, which provided him with a strong foundation in financial auditing and compliance.
Jay holds both a Bachelor's and Master's degree in Accounting from the University of Florida. He is a Chartered Financial Analyst (CFA) and a former Certified Public Accountant (CPA), underscoring his deep knowledge and commitment to the field of financial analysis.
At Flah & Company, Jay's extensive experience and strategic insight continue to be invaluable assets, driving our mission to deliver holistic insurance and estate planning solutions.
