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JF

Jay Flower

Portfolio Manager at HM Payson & Co.

Portland, ME , United States

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

OrganizationRoleDate RangeDetails
HM Payson & CoPortfolio ManagerOct 2015 to Present
Old Port AdvisorsVice President - Portfolio ManagerMay 2012 to Oct 2015
Morgan StanleyFinancial AdvisorJan 2006 to May 2012

Education

Hobart and William Smith Colleges

1994 1998

North Yarmouth Academy

High School

1989 1994

Skills & Expertise

Retirement Planning
Estate Planning
Wealth Management
Financial Planning
Investments
Microsoft Office
Risk Management
Microsoft Excel
Customer Service
Strategic Planning
Financial Analysis
Investment Management

Others at HM Payson & Co. (13)

NameRoleLocation
d.j Shaughnessy
d.j Shaughnessy
Portfolio ManagerBrunswick, ME , United States
Kent Whitaker
Kent Whitaker
Portfolio ManagerPortland, ME , United States
N
Noah Petrucci
Portfolio ManagerPortland, ME , United States
Peter Robbins
Peter Robbins
Chief Executive Officer, Chief Investment Officer, Co-Manager Payson Total Return FundPortland, ME , United States
Richard Price
Richard Price
Portfolio ManagerPortland, ME , United States
Shawnee Sax
Shawnee Sax
Portfolio ManagerPortland, ME , United States
S
Steve Eddy
Portfolio ManagerPortland, ME , United States
T
Timothy Griffin
Portfolio ManagerPortland, ME , United States
Andy Lumb
Andy Lumb
Private Equity AssociatePortland, ME , United States
Ben Michaud
Ben Michaud
AnalystPortland, ME , United States
Showing 1-10 of 13 team members

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