Jay Carroll

Managing Director, Principal

Jay Carroll is an experienced wealth manager based in the firm’s Boston office. Prior to joining Banyan, Jay was the founder and managing partner of Colonial Wealth Management, a Boston-based investment adviser managing over $100 million in assets.

Jay has more than 20 years of investment and wealth management experience, providing financial planning and investment advisory services to high net worth individuals, families, and institutions throughout the country. Jay’s broad-based expertise in the investment arena spans financial, tax and estate planning matters with a focus on investment strategies.

Jay is a graduate of Boston College, the College for Financial Planning and is active in several local professional & civic organizations.

Contact Jay
[email protected]
1-800-422-6172

All Biographies

A

B

C

D

E

F

H

K

L

M

P

R

S

T

V

W

Y

Executives