Jay M. Gokhale
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
Jay joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Jay’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.
Prior to joining BBR, Jay was an Advisor at Durbin Bennett Private Wealth Management. He holds a Bachelor of Business Administration degree from the University of Texas at Austin with a concentration in Finance. Jay is also a Certified Financial Planner™ (CFP®) Professional.
Outside of work, Jay is an NBA enthusiast and enjoys the many restaurants New York City has to offer.