Jay Pluimer brings over 25 years of experience working with Investment Committees and individual investors to Flourish Wealth Management. He has built a career focused on investment research, client conversations about investments, and building diversified portfolios to help clients accomplish their goals. As Director of Investments, Jay is passionate about the opportunity to deliver individualized investment solutions for our clients that help align their resources and goals.
After earning a degree from Lawrence University in Appleton, WI, Jay began an investment career in his hometown of Minneapolis. He became a subject matter expert for investment research and client services by working at investment management and consulting firms. Jay led manager due diligence efforts at multiple firms, participated on Investment Committees to select preferred investment options and set target allocations for client portfolios, and worked with clients to build diversified portfolios. To support these efforts, Jay earned the Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary (AIF®) designations.
Jay joined Flourish as the Director of Investments as his dream job where he combines the investment and client service skill sets to work directly with clients in conjunction with the wealth management team. In addition to sharing investment perspectives and education in the Flourish Insights podcast, he is a member of a national peer group of advisors focused on Environmental Social Governance (ESG) investing.
Jay lives in Minneapolis with his wife (and co-worker) Kathy Longo, along with their three children, Madeline, Fernando and Grace.