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About
Jay Flower, CFP®, is a Portfolio Manager and Director of Marketing at HM Payson & Co. in Portland, Maine, where he oversees client portfolios and plays a key leadership role in business development and firm strategy. He is recognized for building long-term, multi-generational relationships with clients and is actively involved in the firm's Financial Planning Group and Marketing Committee.
Jay draws on over two decades of experience in investment management, including prior positions as Vice President and Portfolio Manager at Old Port Advisors and Financial Advisor at Legg Mason (now Morgan Stanley). His expertise spans asset allocation, long-term portfolio management, and comprehensive financial planning for individuals, families, and institutions. At HM Payson, he applies a disciplined, research-driven approach across a broad range of asset classes, including equities, fixed income, and multi-asset portfolios, with a focus on wealth preservation and growth.
Jay is a CERTIFIED FINANCIAL PLANNER® and holds a B.A. from Hobart College. He has also contributed to the community as a trustee and committee chair for organizations such as North Yarmouth Academy and the Freeport Historical Society.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| HM Payson & Co | Portfolio Manager | Oct 2015 to Present | — |
| Old Port Advisors | Vice President - Portfolio Manager | May 2012 to Oct 2015 | — |
| Morgan Stanley | Financial Advisor | Jan 2006 to May 2012 | — |
Education
Hobart and William Smith Colleges
1994 — 1998
North Yarmouth Academy
High School
1989 — 1994
Skills & Expertise
Others at HM Payson & Co. (13)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Brunswick, ME , United States | |
| Portfolio Manager | Portland, ME , United States | |
N Noah Petrucci | Portfolio Manager | Portland, ME , United States |
| Chief Executive Officer, Chief Investment Officer, Co-Manager Payson Total Return Fund | Portland, ME , United States | |
| Portfolio Manager | Portland, ME , United States | |
| Portfolio Manager | Portland, ME , United States | |
S Steve Eddy | Portfolio Manager | Portland, ME , United States |
T Timothy Griffin | Portfolio Manager | Portland, ME , United States |
| Private Equity Associate | Portland, ME , United States | |
| Analyst | Portland, ME , United States |
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J John Doughty | Chief Investment Officer and Shareholder | Davis R M Inc. | Portland, ME , United States |
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