John Bay, CFA

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John Bay, CFA

Senior Portfolio Manager

John is a Senior Portfolio Manager at Pallas Capital Advisors. John brings to Pallas nearly a decade of financial service industry experience. John is responsible for overseeing the team’s investment management process and working directly with the portfolio management team to review if clients’ assets are properly allocated and protected.

Prior to joining Pallas, John was a Senior Wealth Strategy Associate at Minot Light Advisors at UBS. John previously held roles at US Trust, Bank of America and Lynx Capital. As a trader and research analyst at US Trust, John focused on the firm’s $1.5 billion socially innovative investment offering. At Bank of America, he was a distressed debt analyst, where he focused on mitigating the credit risk of some of the bank’s most volatile investments. He entered the financial industry as a proprietary trader at Lynx Capital.

John and his wife, Connor, reside in West Roxbury with their dog Finn. They enjoy skiing, cooking Spanish food, and hiking in New England.

John is a graduate of UCLA Anderson School of Management where he received his MBA. As a full time MBA student, John worked as a member of the Student Investment Fund managing a sleeve of the school’s endowment as part of both the equity and fixed-income teams. He earned his CFA charter in 2013, and received his Bachelor’s Degree from Bates College, where he was also a member of the Men’s Varsity Lacrosse Team. He holds his Series 7 and 66 licenses.

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