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Jay Weinstein, CFA®

Managing Director, Wealth Advisory

301.339.6085 | jay.weinstein@belr.com

Jay joined Bronfman Rothschild in 2015 through the acquisition of Highline Wealth Management, which he joined in 2011, and is based in Rockville, MD. Jay brings over thirty years of experience advising investors, primarily as a value equity investor. Jay is a member of our Investment Committee where he plays a leading role in evaluating all equity investments. He’s been cited in publications including Kiplinger’s, The Wall Street Transcript, and Investor’s Business Daily, as well at The Washington Post and Washingtonian Magazine.

Previous Experience

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

Industry Involvement

  • Chartered Financial Analyst®
  • Committee member, Jewish Foundation for Group Homes

Education

  • University of Pennsylvania, The Wharton School, MBA, Concentration in Finance
  • Harvard University, ABcum laude, General Studies with concentration in Government