Profile
H.
Jay Sarles is currently a Director at DentaQuest Ventures, Inc. and a Trustee at Mount Holyoke College.
He previously held positions as Vice Chairman at Bank of America Corp., Vice Chairman & Chief Administrative Officer at FleetBoston Financial Corp., Chairman at Dental Service of Massachusetts, Inc., Vice Chairman & Chief Administrative Officer at Fleet Bank, NA (Hartford, Connecticut), Director at AvalonBay Communities, Inc., Director at ConnectEDU, Inc., Director at Norbury Financial Systems LLC, Director at Carlyle Capital Corp.
Ltd., Director at MBNA Ltd., Director at Ameriprise Financial, Inc., Director at Bank of America Private Bank, and Director at Bank of America, NA (Private Banking).
He was also a Senior Advisor at Nautic Partners LLC.
Mr. Sarles received his undergraduate degree from Amherst College.
H. Jay Sarles active positions
| Companies | Position | Start |
|---|---|---|
Mount Holyoke College
Mount Holyoke College Other Consumer ServicesConsumer Services Functions as a College/University | Director/Board Member | - |
DentaQuest Ventures, Inc.
DentaQuest Ventures, Inc. Financial ConglomeratesFinance Private group led by the company | Director/Board Member | 25/03/2010 |
Former positions of H. Jay Sarles
| Companies | Position | End |
|---|---|---|
| AVALONBAY COMMUNITIES, INC. | Director/Board Member | 20/05/2021 |
MBNA Ltd.
MBNA Ltd. Finance/Rental/LeasingFinance Provides credit card services | Director/Board Member | 26/09/2013 |
Carlyle Capital Corp. Ltd.
Carlyle Capital Corp. Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Hedge Fund | Director/Board Member | 01/03/2009 |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Director/Board Member | 31/01/2008 |
| BANK OF AMERICA CORPORATION | Director/Board Member | 01/03/2005 |
Training of H. Jay Sarles
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 16 |
|---|---|
AvalonBay Communities, Inc.
AvalonBay Communities, Inc. Real Estate Investment TrustsFinance Operates as a real estate investment trust that acquires, develops, builds and manages multifamily apartment communities | Finance |
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Finance |
ConnectEDU, Inc.
ConnectEDU, Inc. Internet Software/ServicesTechnology Services Provides integrated web solutions for curriculum, college, and career planning | Technology Services |
Norbury Financial Systems LLC
Norbury Financial Systems LLC Packaged SoftwareTechnology Services Provides research software solutions for managing the internal operations of investment professionals | Technology Services |
Carlyle Capital Corp. Ltd.
Carlyle Capital Corp. Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Hedge Fund | Miscellaneous |
Dental Service of Massachusetts, Inc.
Dental Service of Massachusetts, Inc. Life/Health InsuranceFinance Provides dental insurance services | Finance |
Nautic Partners LLC
Nautic Partners LLC Investment ManagersFinance Nautic invests in middle market companies located in North America with an enterprise value ranging from USD 100 million to 1 billion. The firm target companies operating in the fields of healthcare, industrial products and outsourced services. It provides financing for buyouts and growth capital requirements with an investment size of USD 50 - 400 million. | Finance |
MBNA Ltd.
MBNA Ltd. Finance/Rental/LeasingFinance Provides credit card services | Finance |
Fleet Bank, NA (Hartford, Connecticut)
Fleet Bank, NA (Hartford, Connecticut) Major BanksFinance Nationally chartered commercial bank | Finance |
Amherst College
Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mount Holyoke College
Mount Holyoke College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ameriprise Financial, Inc.
Ameriprise Financial, Inc. Investment ManagersFinance Provides retirement and protection, wealth & asset management solutions | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
DentaQuest Ventures, Inc.
DentaQuest Ventures, Inc. Financial ConglomeratesFinance Private group led by the company | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
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