Jay Clark Warner

Current Employers

Epogee Capital Management, Llc

Boston, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-06-25

MA RA
APPROVED

Since 2024-06-25

Branch Locations

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Balter Capital Management	Boston	MA	03/2007	06/2019
Invenomic Capital	Boston	MA	07/2019	03/2020
Method Advisors	Boston	MA	04/2020	04/2022
Port One Investments	Boston	MA	04/2022	06/2024
Port One Investments Llc	Boston	MA	04/2022	06/2024
Epogee Capital Partners	Middleton	MA	05/2024	Present

03/2007 → 06/2019

Balter Capital Management

Boston, MA
07/2019 → 03/2020

Invenomic Capital

Boston, MA
04/2020 → 04/2022

Method Advisors

Boston, MA
04/2022 → 06/2024

Port One Investments

Boston, MA
04/2022 → 06/2024

Port One Investments Llc

Boston, MA
05/2024 → Present

Epogee Capital Partners

Middleton, MA

Previous Registrations

2022-07-12 → 2024-08-07

Port One Investments Llc

Boston, MA

Other Businesses

Jay Clark Warner is a Senior Advisor on the investment committee of Port One Equities, LLC, a private real estate fund. In this role, he attends investment committee meetings and provides guidance on fund activities. No new capital will be raised for this fund. Jay Warner dedicates approximately 10 hours per month to this activity. Jay Warner commits to spending as much time on the business of ECM as is necessary to uphold his fiduciary duty to ECM's clients without limitation. Jay Clark Warner serves as a Strategic Advisor to Advanced Visibility, which provides safety garments, primarily to the utility industry. In addition to providing advisory guidance, he serves as the company's controller to oversee financial stability.

Designations

View on SEC IAPD