Jay Gokhale is an Analyst with AdvicePeriod. In his role, he is an integral member of the client relationship management team where he assists the Advisors in fulfilling client requests and portfolio needs.
Prior to AdvicePeriod, Jay was an Associate at Capital Group in their Investment Operations and before that, an intern with Durbin Bennett Private Wealth Management as part of their Investment Committee.
Jay graduated from The University of Texas, Austin where he earned a Bachelor of Business Administration degree in Finance. In his spare time, Jay enjoys hiking, photography, kayaking, and playing basketball.
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