Jay Fortuna

Jay Fortuna is the Managing Director of National Accounts at Capital Wealth Planning, LLC, based in New York, NY. Since joining Capital Wealth Planning in 2024, Jay leverages over 25 years of experience in the financial services industry to lead the firm’s national account strategy, focusing on customized solutions for the broker/dealer community and nurturing long-term industry relationships. His role centers on distribution and relationship management, particularly within large-scale national accounts and intermediary channels.

Before joining Capital Wealth Planning, Jay held leadership roles at major asset managers, including Oppenheimer Funds and Invesco, where he specialized in national account management, intermediary distribution, and product strategy. He is recognized for his expertise in building and executing tailored investment solutions across equities, covered call strategies, and income-oriented portfolios—key asset classes offered by Capital Wealth Planning.

Jay holds a Bachelor of Science in Mass Communications from Miami University and has earned designations including Certified Investment Management Analyst (CIMA), Certified Retirement Planning Consultant, and certificates in Blockchain & Digital Assets (DACFP) and Alternative Investments from Harvard Business School Online. His notable achievements include developing national distribution strategies and staying at the forefront of industry trends through continued education in digital assets and alternative investments.