Jay Ambrose - Private Wealth Management Consultant

Mr. Ambrose has more than 30 years of experience in the financial advisory and  services industry.  Mr. Ambrose works with high net worth families ,closely held business owners and small institutions and their advisors to develop and implement appropriate wealth planning and tax efficient strategies.  His particular emphasis  is  asset and liability protection through the use of Trusts , and entities while managing investable  assets using local, reginal and nationally recognized experienced portfolio managers using Domestic and International Equity,  Fixed Income and Alternative Investment strategies. Mr. Ambrose previously managed a well known and respected specialized Private Banking Division in Philadelphia also focusing on wealth preservation and asset and liability protection strategies.  Mr. Ambrose’s distinguished managerial background helps drive a strong team approach and ethically based client-centered practice benefiting the affluent client and their family.

He earned a B.A. in Economics from Catholic University of America and an MBA in Finance from Southern Illinois University.  Mr. Ambrose has been active in community work and currently is associated with the Delaware Guidance Services and other local charities.

Mr. Ambrose and his family reside in Greenville, Delaware.