Jay B. KolarAustin Asset Management Company
...Jay B. Kolar
...Jay B. Kolar
...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.