Jay Coulter is an investment strategist, CERTIFIED FINANCIAL PLANNER™ and business consultant to financial advisors. His businesses are focused on serving investors, financial advisors, teams and firms. Jay is also the host of The Resilient Advisor Podcast and the author of The Resilient Advisory Business, The Resilient Advisor and Conquer Worry.
Jay is the founder of Resilient Wealth, an outsourced financial planning & investment research firm. The platform provides behavioral-based financial planning and investment research, model portfolios and OCIO services to select advisory firms. The firm also provides consulting and coaching services. The firm consults on over $11 Billion in client assets.
Jay leverages his 20 years of experience in the investment management industry working for industry leaders such as Morgan Stanley, Lehman Brothers and Charles Schwab to help his clients implement systems designed to improve business performance.
His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice at Morgan Stanley and building out a $500,000,000+ commodity Exchange Traded Fund that was sold to Wisdom Tree.
Jay also founded and built the non-profit organization ConquerWorry.org™. It has grown into a global platform with over 175,000 followers on social media, a popular blog that receives tens of thousands of monthly views and hosts guest posts from contributors from around the world. He also produced The ConquerWorry™ Podcast which has been downloaded in over 90 countries, featuring Olympians, NFL players, Hall of Fame college football and basketball coaches as well as players. Today the organization's non-profit initiatives and podcast are run by a team of volunteers from 5 different continents.