Jay Olivieri

Jay Olivieri is the founder of North Shore Wealth Management, an independent Registered Investment Advisor (RIA) based in Massachusetts. A Certified Public Accountant and fiduciary financial advisor, Jay brings more than two decades of experience across public accounting, corporate finance, and entrepreneurship to help clients preserve and grow their wealth with clarity and confidence.

Before launching North Shore Wealth Management, Jay served as a Senior Analyst at JPMorgan Chase and later as Head of Treasury and Risk Management for John Hancock, where he oversaw liquidity strategy, capital risk, and investment operations for multibillion-dollar portfolios. These experiences honed his analytical discipline and deep understanding of how institutions manage risk, insights he now brings to helping individuals and business owners achieve financial independence.
 

Jay went on to build and lead several successful private ventures, including growing a healthcare company from $400,000 to over $2.8 million in annual revenue, before returning to his roots in finance to focus on what he enjoys most, helping clients make smarter decisions with their money.
 

At North Shore Wealth Management, Jay combines the precision of accounting with the practicality of entrepreneurship. He designs low-cost, tax-efficient portfolios that mirror market performance while avoiding unnecessary mutual fund fees, and provides comprehensive financial planning tailored to each client’s goals, whether that’s retiring early, scaling a business, or building multigenerational wealth.

Jay holds a bachelor’s and master’s in accounting, a Certificate in Financial Planning from Kaplan, and the Series 65 license. His guiding principle is simple: treat every client’s money with the same care and discipline as his own.

MassachusettsWhen he’s not advising clients, Jay enjoys marathon running, snowboarding, and traveling with his family. He lives on the North Shore of Massachusettes, and serves clients throughout New England and across the country.