Think Business With Jon Dwoskin

Jon and Jim talk with Jay Close, Co-Founder of Motive Wealth Advisors, about “sustainable investing.” This topic has surged dramatically in 2020; and is likely to become even more popular under the current administration. Come learn what it means for your portfolio – What Jim Niedzinski has to say about fellow Managing Director Jay Close… What He Does Jay Close, CFA, CFP®, directs our investment strategy and oversees the management of our clients’ portfolios. He creates custom investment solutions that are mosaics of our clients’ needs and values, insights from independent research sources, and our best ideas. Who He Is What stands out to me about Jay is his incredibly rare combination of complementary skills and his integrity in their application. First, Jay is, to be certain, a true technician. He finds research and analysis fun like most people might enjoy a good novel or night on the town. Yet Jay isn’t content, as many intellectuals are, to merely learn — Jay is a doer, driven to apply his discoveries.