Jay T. Dirienzo is an Assistant Portfolio Manager, Preferred Stock at National Investment Services and is also responsible for research in the bank and finance sector. Prior to his promotion on January 1, 2022, Jay was a credit analyst for two years, responsible for research coverage in bank & finance, REITs and gaming. He joined the firm as a portfolio analyst.
Prior to joining NIS, Jay was an administrative associate at SJA Financial Advisory where he supported financial planners, portfolio managers and operations teams to help with client needs. Jay’s responsibilities included preparing of client meeting books/reports, updating the CRM system, mutual fund research and coordinating client meetings.
Jay holds a B.A. in Financial Management from the University of St. Thomas.
- National Investment Services, 2015
- SJA Financial Advisory, 2015
- University of St. Thomas, B.A.