Jai is a Managing Director of State Street Global Advisors and Head of the firm's Charitable Asset Management & Fiduciary Advisory Services Divisions. Charitable Asset Management is a division of State Street that invests and administers planned giving assets for charitable organizations in the United States. Fiduciary Advisory Services provides Outsourced CIO and customized advisory solutions to defined benefit, defined contribution, endowment and foundation clients.
Prior to joining SSGA in 2013, Jai spent 20 years at Fidelity Investments in various institutional sales and relationship management roles. At the Fidelity Charitable Gift Fund, Jai led the fundraising efforts in the institutional marketplace for the largest donor-advised fund in the U.S. Prior to that, Jai spent 12 years at Fidelity Institutional overseeing the firm's largest clearing & custody relationships and being responsible for all sales revenue of third party research content to all Fidelity's institutional clients.
His career started in fixed income sales & trading at Bear Stearns and Fidelity Capital Markets. Jai earned an M.B.A. from Boston University and a B.S. from the University of Vermont. Jai is on the Board of Overseers for Beth Israel Deaconess Medical Center. He is also a board member of Inversant and the Boston Estate Planning Council. He holds FINRA Series 7 and 63 licenses.
- Years At SSGA : 5
- Industry Start Date : 1992
- College : Boston University