Possessing more than three decades of experience in the Boston financial industry, Jay Korff started with Dean Witter (presently Morgan Stanley) in 1980, ultimately retiring in order to establish his own firm. Handling more than $500 million in client assets, he built diversified portfolios for individuals of high net worth and coordinated investments in stocks, alternative investments, and bonds. Jay Korff forged long-term client relationships in Boston and provided tailored services that included tax and estate planning. He managed client assets in ways that reflected market direction, life goals, and risk tolerance.
Mr. Korff earned a degree in economics at Clark University in Worcester, Massachusetts. His achievements include being the youngest broker at Morgan Stanley to attain Chairman's Club membership. This reflected top sales results that included a number 11 ranking among 11,000 financial advisors across a full year.
Mr. Korff has an ongoing interest in stock trend technical analysis and the serious risks that tariffs pose to the economy. He is a longtime contributor to the Dana-Farber Cancer Institute, and enjoys activities such as skiing and playing golf in his free time.