Jay Conway

Portfolio Manager-Equities at

Lumbard & Kellner LLC

Consumer Services

Finance

Profile

Mr. James B. Conway is a Managing Member & Portfolio Manager at Lumbard & Kellner LLC.
He joined Lumbard & Kellner in 2020.
Prior to joining Lumbard & Kellner, he was a portfolio manager and SEC-registered investment adviser with FC Advisors for 5 years in San Francisco.
He started his career in financial services at Pioneer Investments in 2005, where he worked as a mutual fund wholesaler and learned the benefits of doing first hand research on individual stocks and bonds.
He has a bachelor’s degree in finance from Georgetown University.
He received his Chartered Financial Analyst designation in 2013.

Jay Conway active positions

Companies	Position	Start
Lumbard & Kellner LLC Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner utilizes a fundamental approach to valuing securities and making investment decisions. The firm uses many different methods of assessing the value of each security.	Portfolio Manager-Equities	01/10/2020

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Private companies	2
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lumbard & Kellner LLC Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner utilizes a fundamental approach to valuing securities and making investment decisions. The firm uses many different methods of assessing the value of each security.	Finance

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