Jay Annis

Jay Annis is a Principal at AGW Capital Advisors, a Tampa-based investment advisory firm he co-founded in 2009. He is responsible for the firm’s SEC compliance filings, serves on the investment committee, and acts as lead consultant for many of AGW’s institutional and high-net-worth clients. Annis oversees the development and execution of customized investment strategies, ensuring portfolios are aligned with clients’ financial objectives and risk parameters.

Annis specializes in institutional consulting and private wealth management, with a focus on asset allocation, investment policy development, and manager selection. His expertise spans a broad range of asset classes, including equities, fixed income, alternative investments, and private equity. He is known for his fiduciary approach and commitment to transparent, fee-only advisory services, frequently managing assets on a discretionary basis for corporate, institutional, and individual clients.

Prior to founding AGW Capital Advisors, Annis was an Investment Consultant at CapTrust Financial Advisors and an Analyst at First Union Securities. He holds a Bachelor of Science in Economics from the University of Florida and is a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Accredited Investment Fiduciary (AIF®). Annis has been recognized for his leadership in promoting fiduciary standards within the investment advisory industry and for his contributions to building financial resilience for clients across various sectors.