Jay Pluimer, AIF®, CIMA®
DIRECTOR OF INVESTMENTS
Talent is equally distributed, but opportunity is not.
Jay enjoys his role of supporting clients through the ups and downs of the markets by providing context and education to stay patient while maximizing long-term investment returns.
Jay describes his role as Director of Investments as his dream job where he combines investment and client service skills to work directly with clients in conjunction with the wealth management team. In addition to sharing investment perspectives and education, he is a member of a national peer group of advisors focused on Environmental Social Governance (ESG) investing. He holds a CFA Institute Certificate of ESG Investing, as well as a Series 65 license.
Jay has built a career focused on investment research, client conversations about investments, and building diversified portfolios to help clients accomplish their goals. His pas experience includes roles at Summit Creek Advisors, FAF Advisors, Stanton Group, Jeffrey Slocum & Associates, Okabena Company & IAI Mutual Funds.
Jay appreciates the wonderful and meaningful questions clients ask, which keep him on his toes with encouragement to follow his passion for research by sifting through historical evidence to better understand what is happening today, and what we expect could happen next.
Jay lives in Minneapolis with his wife (and co-worker) Kathy Longo, along with their three children, Madeline, Fernando, and Grace.
WHAT DOES IT MEAN TO FLOURISH?
I define flourishing as identifying a goal or challenge, embracing it, and then sustaining consistent focus and attention to accomplish success. It is never a straight line to flourish, but the joy of achieving a long-term goal is worth the effort.
FAVORITE BOOK
The Alchemist
by Paulo Coehlo
This book fully encapsulates the ‘Hero’s Journey’ through a main character who follows his heart and is able to find fulfillment by staying open to what the people around him have to offer. I re-read The Alchemist every year or two as a reminder about the benefits of an honest and vulnerable approach to life and relationships while never giving up on the excitement about seeing what adventure might be waiting in the future.
FAVORITE ACTIVITIES
I am a passionate golfer who fell in love with the sport at an early age, which is fortunate because that has provided many opportunities to experience the inevitable highs (including 4 holes-in-one) and lows (so many lost golf balls) of what I describe as the greatest sport in the world.
Education & Certifications
- BA in History from Lawrence University
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary (AIF®)
