Jay E. Roney, CTP


Jay joined NEPC in 2001 and began his career in the investment industry in 1993.  Jay consults for corporate and endowment/foundation clients.  His responsibilities include investment policy formulation, developing and implementing asset allocation strategies, and monitoring and evaluating the investment performance of the plan and its managers.  As a point of context Jay is a prior member of NEPC Executive Committee, the NEPC Management Group, and the former leader of the Corporate Practice Group. 

Jay’s investment career started in 1993 when he joined Fleet Investment Services.  At Fleet, Jay was responsible for educating, advising, and developing investment strategies for clients and prospects.  After working for Fleet, Jay held corporate treasury management positions at Ocean Spray Cranberries and PerkinElmer where he had investment oversight for both Company’s defined benefit and defined contribution programs.  During this time period Jay was responsible for implementing and managing the liquidation of several defined benefit plans.  As a Treasury Manager, Jay was also responsible for other traditional, international and domestic treasury functions. 

Jay earned his M.B.A. from Northeastern University in 1997 and a B.S. in Political Science from the University of Maine at Orono in 1988.  While at Northeastern University, he was admitted to the Beta Gamma Sigma Honor Society.  Jay is a Certified Treasury Professional (CTP) as designated by the Association for Financial Professionals.

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