Advisor at ClearPeak Capital Management
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Firm
ClearPeak Capital Management
Location
Pittsburgh, PA
Credentials
Series 66
Industry experience
5 years
Jay Patel is a financial advisor at ClearPeak Capital Management with five years of industry experience. He holds the Series 66 designation and previously worked at Federated Global Investment Management Corp. and RSM. Outside of his advisory role, Patel is the managing member and president of JM Metal Merchants, a business engaged in domestic and international scrap metal trading. ClearPeak Capital Management provides discretionary asset management services primarily to individual and high-net-worth clients. The firm employs fundamental, cyclical, and macro analysis to tailor investment strategies that include long- and short-term positions, option writing, derivatives, and margin trading under discretionary authority.
$0 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - $2,000,000: 0.50% annually $2,000,001 - $3,000,000: 0.25% annually $3,000,001+: 0.10% annually
Pittsburgh, PA
Pennsylvania · Texas
ClearPeak Capital Management LLC
2021 - Present (5 years)
ClearPeak Capital Management LLC
2021 - Present (5 years)
Federated Global Investment Management Corp.
2020 - 2021 (1 year)
MDT Advisers, a Division of Federated MDTA LLC
2020 - 2021 (1 year)
Federated investment Counseling
2020 - 2021 (1 year)
Federated Hermes, Inc.
2019 - 2021 (2 years)
Federated Securities Corp.
2019 - 2021 (2 years)
RSM
2018 - 2019 (1 year)
Monday Properties
2017 - 2017 (1 year)
Met Life
2016 - 2016 (1 year)
Penn State
2014 - 2018 (4 years)
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Insurance agent
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Broker-dealer / trader
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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Series 63
Pittsburgh, PA
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 65
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CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Series 66
Pittsburgh, PA
Solid Oak Advisory
ChFC®, Series 63
Canonsburg, PA
Giffin Planning Services, Inc.
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