Jay Carroll

Managing Director, Principal

Jay Carroll, is an experienced wealth manager who co-leads the firm’s Boston office. Prior to joining Banyan, Jay was the founder and managing partner of Colonial Wealth Management, a Boston-based investment adviser managing over $100 million in assets.

Jay has more than 18 years of investment and wealth management experience, providing financial planning and investment advisory services to high net worth families throughout the country. Jay’s broad-based expertise in the investment arena spans tax planning and estate planning matters with focus on investment strategies.

Jay is a graduate of Boston College, the College for Financial Planning and is active in several professional & civic organizations.