Jay Annis, CFP®, CIMA®, AIF®

Jay Annis, CFP®, CIMA®, AIF®

Co-Founder, AGW Capital Advisors

Jay is a co-founder of AGW Capital Advisors, with more than 25 years of experience in institutional investment consulting for qualified plans, foundations, endowments and private clients. He serves on the firm's investment committee, oversees regulatory compliance and holds the CFP®, CIMA®, and AIF® designations.

Latest articles by Jay Annis, CFP®, CIMA®, AIF®

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Is Private Equity Behind the Scenes in Your 401(k)?

Private equity is finding its way into 401(k)s, but the risks (or benefits) for you may depend on how close you are to retirement. Here's what to look out for.