Jay Weinstein, CFA®

Jay Weinstein, CFA®
Managing Director, Wealth Management

Specific experience

  • Managing Director at Highline Wealth Management
  • Previous president at Oak Forest Investment Management

Industry involvement

  • Chartered Financial Analyst®
  • Member, United Jewish Endowment Fund of Washington, D.C., Investment Committee
  • Committee member, Jewish Foundation for Group Homes


University of Pennsylvania, The Wharton School

MBA, Concentration in Finance


Harvard University

AB cum laude, General Studies with concentration in Government