Jay Patel
Managing Member at CAS DataLoggers and Founder of ClearPeak Capital Management
- Role
- President at Cas Dataloggers
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Jay Patel
I help people with their investment portfolios. I like to get to know my clients personally to really open up the flow of conversations, and to reiterate the fact that I\'m only ever a phone call away. My strength is portfolio construction and management in which my firm, ClearPeak Capital Management provides solutions which can be built around varying clients from those who need income, income growth, a set it and forget it portfolio style, a more tactical approach with varying risk, etc. It depends on the conversations we have with our clients from the beginning through the extent of their investing journey. We manage a variety of account types including individual brokerage, joint, retirement IRA and Roth IRA, trust, and UGMA accounts.
Experience
President
Jun 2024 — Present · Chesterland, OH, US
Education
Penn State University
Bachelor of Science - BS, Information Sciences and Technology
2014 — 2018
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