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This profile was last updated on 12/19/12  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Jay B. Kolar

Wrong Jay B. Kolar?

Senior Portfolio Manager, Chief C...

Phone: (512) ***-****  HQ Phone
Austin Asset Management Company
7200 N. Mopac Suite 315
Austin , Texas 78731
United States

Company Description: Austin Asset Management Company is a financial planning and investment advisory firm that helps clients reach and sustain their long-term financial goals. Ranked by...   more
Background

Employment History

Education

  • Bachelors of Business Administration degree , Finance
    University of Texas at Austin
19 Total References
Web References
Austin Asset Management Company
www.austinassetmanagement.com [cached]
Jay B. Kolar
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Jay B. Kolar Senior Portfolio Manager Chief Compliance Officer
Austin Asset Management Company
www.austinassetmanagement.com [cached]
Jay B. Kolar Austin Asset Management Company
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Jay B. Kolar
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Jay B. Kolar Senior Portfolio Manager, Chief Compliance Officer CERTIFIED FINANCIAL PLANNER™ Practitioner
Jay Kolar, a CFP® Practitioner acts as the Senior Portfolio Manager and Chief Compliance Officer for Austin Asset Management Company.
Mr. Kolar's desire to provide efficient portfolio management from a fee-only comprehensive financial planning prospective attracted him to Austin Asset Management Company in April of 2002. The CFP® Board of Standards issued his license in January of 2003. Prior to joining Austin Asset Management, Jay spent most of the prior decade on the brokerage side of the investment community where he gained valuable investment experience.
Jay graduated from the University of Texas at Austin in 1990 where he received a Bachelors of Business Administration degree in Finance. His education included coursework in Advanced Portfolio Management and Investment Analysis as well as Investment Theory and Application.
Mr. Kolar is a member of the National Association of Personal Financial Advisors (NAPFA) and has had the opportunity to speak at their Advanced Planners Conference on the topic of structured portfolio management.
Jay B. ...
www.austinassetmanagement.com [cached]
Jay B. Kolar
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Jay B. KolarSenior Portfolio ManagerChief Compliance Officer
Jay B. ...
www.austinassetmanagement.com [cached]
Jay B. Kolar
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Jay B. KolarSenior Portfolio ManagerChief Compliance Officer
Jay B. KolarAustin ...
www.austinassetmanagement.com [cached]
Jay B. KolarAustin Asset Management Company
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Jay B. Kolar
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Jay B. Kolar
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Jay B. KolarSenior Portfolio Manager, Chief Compliance OfficerCERTIFIED FINANCIAL PLANNERÔ Practitioner
Jay Kolar, a CFP® Practitioner acts as the Senior Portfolio Manager and Chief Compliance Officer for Austin Asset Management Company.As Chair of the Investment Policy Committee, Jay helps develop the firm's investment philosophy and strategic asset allocation.
Mr. Kolar's desire to provide efficient portfolio management from a fee-only comprehensive financial planning prospective attracted him to Austin Asset Management Company in April of 2002.He fulfilled the educational requirement by completing the College for Financial Planning's five exams and passed the CFP® Board exam in November 2002.The CFP® Board of Standards issued his license in January of 2003.Prior to joining Austin Asset Management, Jay spent most of the prior decade on the brokerage side of the investment community where he gained valuable investment experience.
Jay graduated from the University of Texas at Austin in 1990 where he received a Bachelors of Business Administration degree in Finance.His education included coursework in Advanced Portfolio Management and Investment Analysis as well as Investment Theory and Application.
Mr. Kolar is a member of the National Association of Personal Financial Advisors (NAPFA) and has had the opportunity to speak at their Advanced Planners Conference on the topic of structured portfolio management.
Jay is married to Vanessa and has two boys.He enjoys spending most of his time being a husband and dad.He is the current President of his local water supply corporation and a former President of his Property Owners Association.
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