Jay Goldberg – CFP®
A veteran of the financial services industry since 1981, Jay’s career has spanned some of the most influential firms on Wall Street including Merrill Lynch, Drexel Burnham, and Oppenheimer and Co. Beginning in 2002, he transitioned from the brokerage world to an advice based practice, honing a skill set in complex financial and estate planning. Prior to forming Mosaic Advisors, Jay was a Director of BBVA Wealth Solutions, where he led their high net worth planning initiative as well as serving as a voting member for its Investment Committee. As Managing Director of Mosaic Advisors, Jay is active in all aspects of the firm’s endeavors, particularly business development.
A native Houstonian who attended St. John’s School, Jay graduated with a B.A. from Sarah Lawrence College in Bronxville, N.Y., where he majored in both economics and international relations. He received his Certified Financial Planner (CFP®) designation in 2006 after course study at Rice University in Houston.