Jeffery E. Lay, who holds a Chartered Market Technician (CMT) designation, is an independent investment advisor who specializes in creating custom tailored portfolios for his clients using a proprietary fusion of stress tested trading methodologies. As the principle of Point Zero Three and former President of Talon Eight Global Wealth Management, Jeff guides his clients in strategic and tactical asset allocation using highly non-correlated asset classes, with key emphasis on capital preservation and tax efficient transfer of wealth to deliver sophisticated asset allocation solutions
Jeff previously served as Vice President and Wealth Advisor at Neuberger Berman Wealth Management, a Lehman Brothers company. A trusted advisor to ultra high net worth families, corporate institutions, and nonprofit organizations, he delivered the full spectrum of financial services and investment banking disciplines to senior executives and their counsel. The sole Chartered Market Technician in the organization, Jeff blended fundamental and technical analysis in crafting unique investment solutions based on client goals and income needs.
Prior to joining Lehman Brothers, Jeff founded Sensor Fusion Asset Management. As Director of Strategic Trading Tactics, he advised private clients and hedge fund managers regarding their asset allocations to commodities, currencies and other leveraged financial instruments. Creator of the Sensor Fusion Method, Jeff has appeared as market commentator regarding Euro/US Dollar spot rate movements on ForexTV.com, and his proprietary strategies have been featured in Active Trader Magazine and Stocks, Futures and Options (SFO) Magazine.
He actively publishes for several major media outlets, wherein he reveals his technical approach to the markets. An accomplished speaker and mentor, he has personally trained more than 400 analysts and portfolio managers from over 12 countries. Mr. Lay received his Bachelor of Science in Mathematics from the United States Naval Academy in 1987. In addition to the CMT designation, he also holds the Series 3, 7, 63 and 66 securities licenses.
