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Jay Karamourtopoulos, CFP®, CEPA

Financial Planning analyst | Wealth Advisor



“It is our choices that show what we truly are, far more than our abilities.”  
Albus Dumbledore

Growing up I was an energetic kid with unique thoughts and ideas. I grew up as the oldest of four siblings and watched my parents work hard and sacrifice to allow us to follow our interests. I loved studying history, and turned that passion into studying finance and the history of markets in college. I grew up in Massachusetts and live in Boston’s North End. 

I entered Wealth Management in 2015 after a stint with a large mutual fund custodian based in Boston, and was fortunate to be mentored by and learn from a manager who showed me the importance of relationships, trust, and always doing right by clients. After completing my MBA in 2018, I took a brief hiatus from the wealth management industry and joined a few early stage tech startups in the northeast. I returned to the wealth management industry in 2021.

I’ve had the privilege of seeing the impact financial planning can have on generations of families, and my passion for positively impacting clients and my community through my work is what drives me every day. Earning the trust of clients and building long lasting relationships is an honor and I am grateful that my work allows me to do so.

I love running and the tenacity the sport has instilled in me. My goal is to run all six World Major Marathons and I am halfway there! Marathon Monday here in Boston is one of my favorite days of the year.

Learn More About Me

If you had an extra hour to yourself in the morning, how would you spend it?
If I had an extra hour in the morning, you would definitely find me pounding the pavement or reading a book. Those two activities ground me, create mental clarity and focus, and set me up for a productive day.

What’s the most likely place people could find you on a Saturday night?
The most likely place you could find me on a Saturday night would be at a great restaurant. I was spoiled with great food growing up in a Greek and Italian family, and enjoy nothing more than hanging with family and friends around a nice meal. 

Which would you pick: Living on the beach or living near the mountains?
Neither. I think I love spending time on a beach or in the mountains because it’s not something I get to do every day, and appreciate every moment as a result. I’m not sure it would have the same allure if I lived on/in either full time.