Jay Schembs
Critic · DISC type CJay is a Financial Advisor on a prominent Private Wealth Management team at Morgan Stanley in Seattle. He leverages his 17-year background as a middle-market investment banker to serve families with complex planning and investment needs. He holds a Chartered Financial Analyst (CFA) charter and earned a BA from Swarthmore College.
Outside of his professional life, Jay lives with his family in the Seattle area. He appears to enjoy the outdoor activities offered by the Pacific Northwest region.
After 17 years in investment banking, he pivoted to private wealth management, joining a team managing over $3. 3 billion in assets.
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Unless the value is proven by data, they are unlikely to value fancy features. They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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