Profile
Mr. Jai K.
Singhania, CFA, is an Investment Analyst at Ballast Asset Management LP.
He has over 25 years of experience and brings an extensive history managing institutional portfolios and analyzing businesses across multiple industries, with a particular expertise in Health Care, Energy and Retail.
Prior to joining the firm, Mr. Singhania was a Co-Portfolio Manager for the Oakview Value strategy, his responsibilities included idea generation, research and portfolio construction.
Prior to joining Oakview in 2014, he spent over 12 years at Westwood Holdings Group where he served as Senior Portfolio Manager for the Large Cap Value strategy as well as serving on the equity portfolio teams for the MLP Infrastructure Renewal Fund, and SmidCap Value.
In addition, he was the Director of all Consumer and Healthcare Research at Westwood.
Mr. Singhania graduated with a BBA in Finance from the University of Texas at Austin.
He earned his CFA designation in 2001.
Jay Singhania active positions
| Companies | Position | Start |
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Former positions of Jay Singhania
| Companies | Position | End |
|---|---|---|
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Portfolio Manager-Equities | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 1998-12-30 |
Training of Jay Singhania
| The University of Texas at Austin | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 3 |
|---|---|
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
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