Breakwater Investment Management

About Us

Principal Advisor:
Jay Turley, CFA, CFP

Jay Turley, CFA, CFP

Designations and Degrees

  • Chartered Financial Analyst
  • Certified Financial Planner™ practitioner
  • Chartered Financial Consultant
  • Masters of Business Administration, 1992, University of Washington, Seattle, WA
  • Visiting Student, 1991, Graduate School of Business, University of Cape Town, Cape Town, South Africa
  • Bachelor of Science, 1983, Babson College, Wellesley, MA

Professional Memberships and Contributions

  • CFA Society of Seattle Past President and Board Member, current member,
    Seattle, WA
  • CFA Institute Member, Charlottesville, VA
  • Washington State Bar Association Animal Law Section, (non-attorney member), Seattle, WA
  • Seattle Estate Planning Council Member, Seattle, WA

Personal

  • Avid four-season hiker, off-shore sailor and traveler. I enjoy spending time trying to teach my dogs to be good citizens.

For more information or for an initial consultation, please contact us.