Jason Sforza

Jason, “Jay”, is the divisional head of client coverage, business development, and product origination for CAIS Capital Markets in the West. Jay works with some of CAIS’s largest private wealth advisors and family offices to develop and implement custom structured note portfolios, as well as hedging and monetization strategies.

Prior to joining CAIS, Jay was a Director at UBS in cross-asset derivative sales and structuring. While at UBS, Jay co-ran the underwriting of equity, commodity, and FX linked investments and provided primary coverage to the firm’s largest advisors and clients. He began his career at J.P. Morgan Private Bank as an Investor in the corporate executive and financial sponsors group in NYC.

Jay received his BSBA with honors, Magna Cum Laude, from Boston University’s Questrom School of Business. He holds FINRA Series 7, 79, and 66 licenses.