Details
Category: Irvine

Jay Rogers - President & Founder

Jay Rogers is an investment management professional with over 17 years working in the financial services industry. His financial background began with a career on the sell side with such firms as Morgan Stanley, Wells Fargo and Bear Stearns. He later worked as Chief Investment Officer for a family office and made his transition to the buy side with a startup long only equity manager. For several years he also worked for an independent third party marketing firm raising money in both traditional and alternative asset classes. Alpha Strategies was formed through a group of highly experienced investment professionals with a shared belief that boutique investment managers as well as qualified investors are still underserved in their access to deep domain expertise in alternative investments and certain long only investment strategies generating consistently high levels of “pure” alpha. It has since grown into a diversified financial services company with specialties in alternative investment consulting, management and marketing.

Jay is a trusted advisor to several family offices here in Southern California and is instrumental in syndicating private investment opportunities among family offices and UHNW investors nationwide. These opportunities include real estate, private equity, and venture capital.

Jay is also a frequent speaker at industry events on family office and alternative investment issues. He has appeared on CNN’s Your Money and is frequently quoted in financial publications including the Wall Street Journal. He has presented to audiences at IMN, Opal Financial, IvyPlus and other investment conferences around the country on alternative investment and family office issues.

Jay holds a BS from Northeastern University and is also a graduate of the USMC Officer Candidate School in Quantico, VA. He holds several securities licenses and has completed several professional courses in Advanced Estate Planning, Asset Allocation, Retirement Planning, 401(k) and Qualified Retirement Plans. He is a member of the CFA Institute and the CFA Society of Orange County (CFAOC). Currently residing in Ladera Ranch with his wife and three sons, he is active in his local community as Vice President of the board for Ladera Ranch Community Services (LARCS), a community services organization. Mr. Rogers is also the Cubmaster for Cub Scout Pack 637 and is a member of the National Eagle Scout Association.