Jay Norman

Personnel Policy Service, Inc.

I help people with the copyediting and proofreading they need to polish and refine their writing. I bring to the table 40+ years as an information publisher, writer, editor, and proofreader. 

During my years in the field, I founded, built, and sold a specialty publishing business, Personnel Policy Service, Inc., focusing on employment law compliance.  
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We developed and kept up-to-date a comprehensive 800-page manual (print and digital) of model human resources policies. Each of the 60+ policy models was meticulously annotated for management insights and rationale plus all the laws, regulations, and court cases impacting the policy. 

In addition, we had an 8-page monthly newsletter and a weekly ezine. 

We were the leading experts in the practical day-to-day impact of complicated employment laws like the ADA, FMLA, and FLSA. Our guiding focus was to provide simple explanations to business owners, HR professionals, and lawyers on timely and difficult issues such as harassment, discipline, leaves of absence, and working from home (even before the pandemic).   

Our subscribers ranged in size from small businesses to industry giants like Monsanto and Cisco. 

In building the business, I gained extensive publishing, editing, and proofreading knowledge and experience by actively participating in the Specialized Publishing Industry Association (SIPA) programs in Washington. I served on its Board of Directors for eight years.

More recently, I sold our publishing assets to BLR/Simplify Compliance and then took time off to enjoy travel and devote time to local volunteer interests. 

However, I quickly realized how much I missed the writing and publishing world, and I am now helping others perfect their writing skills. So, if you’re looking for an experienced copyeditor and proofreader, I’m ready to help!

OK – enough about me. Now, it’s your turn! Click on the blue “Connect” or “Message” button above under my picture or contact me directly at jay@ppsincmail.com.

Director - Independant Associate

LegalShield legal service plans for businesses and for individuals and families

Eureka Wealth Solutions

Co-founded hybrid investment management firm specializing in thematic and impact investing.
• Lead client engagement, manage investment strategy and client portfolios.
• Conduct research and identify thematic and impact/ESG investing opportunities.
• Employ a proprietary asset allocation model, build model portfolios and investable thematic indexes.
• Conduct comprehensive financial planning for high net worth clients.
• Design marketing and content distribution strategy including articles, webinars, and social media.
• Manage vendor and regulatory relationships, lead business development.

Co-Founder, CEO & Chief Investment Officer

Advisors For Good

• Co-Founded a non-profit, professional organization for financial advisors to bring awareness and educate on various aspects of ESG investing
• Help organize and conduct events
• Prepare educational materials
• Help with marketing efforts

Co-Founder

eSafety Systems

Advise on business and technology strategy for occupational safety and risk management company.

Strategic Advisor

Legion M Entertainment

Executive Producer for My Dead Friend Zoe (2024)

Executive Producer

Passed Pawn Capital LP

Co-founded hedge fund and managed portfolio and operations.
• Managed multi-strategy portfolio of global equities, ETFs, CEFs and listed options.
• Ran initially as a proprietary trading firm, achieving 68% ROI in 2013, first full year.
• Conducted research to identify long/short opportunities within established themes,
emphasizing technology, healthcare and industrial sectors.
• Researched short-term alpha signals, developed and executed low-frequency algorithms.
• Developed screens for special situations, analyzed and executed trades.
• Managed finance, operations, client and vendor relationships.

Co-Founder, Managing Director and Portfolio Manager

Bank of America

Developed and enhanced front office pricing and risk management models for Vanilla Interest Rates derivatives, Mortgages and Options.
•	Developed and implemented models for various Rates products in C++ / Python.

Sr. Rates Quantitative Analyst

Bank of America / Merrill Lynch

Managed global program for quantitative technology of Emerging Markets Credit trading.
•	Designed, managed implementation, and delivered comprehensive analytical trading platform for Emerging Markets Credit trading business.
•	Partnered with various groups on large-scope initiatives including broker-dealer migration, technology merger transition, and industry CDS standardization
•	Led efforts to re-engineer, automate and streamline Middle Office processes.
•	Implemented pricing and risk models for various securities, established PnL Explain methodology for credit derivatives.

Head Of Emerging Markets Quantitative Development

JPMorgan Chase & Co.

Managed a team of developers for US Equities Relative Value and Convertible Bonds.
•	Designed and delivered analytical application which combined pricing model, scenario analysis, and screening engine for Convertible Arbitrage/Relative Value strategies.
•	Led implementation of trading and order execution algorithms for Statistical Arbitrage and Program Trading businesses, including VWAP, Percent of Volume, and pairs trading.

Head of Prop Trading Technology, US Equities and Convertibles

Servmax Inc

Managed all operations and development for occupational safety and risk management company.

Director of Technology

Kozmo

Led design and implementation of Web projects for Urban delivery E-Commerce company.

Director of Web Development

The professionals, families, and individuals we work with have a growth mindset. Our role in the lives of our clients is to guide their financial lives and bring growth to their investments. In any environment, having confidence around your money and the decisions you make provides peace of mind, reduced stress, and excitement for your future.

I’ve always been fascinated with investing.  After 15 years on Wall Street, I built Eureka Wealth Solutions to help people find success in their overall financial lives. My team focuses on three specific goals for each of our clients. 1) To provide truly personalized portfolios that reflect our client’s values and ideas. 2) To aim for above-average returns on investments. 3) To provide guidance in all aspects of financial planning, to achieve their life goals and prepare for the unexpected. 

Eureka Wealth Solutions is built to  a variety of clients. While our high-touch approach is essential for some, we also provide services starting at $100 annually for those who are just starting their journey to financial independence. 

I find that clients join us for a variety of reasons. Perhaps you’ve been a do-it-yourself investor with mixed results and are looking for help. Or you’ve worked with one of the large firms and are limited by your investment choices and disappointed with the lack of personal touch. Often, a major life change such as divorce, retirement, medical issue, or job change is the catalyst that brings us together.

While passion and duty drive my profession, my family and community drive my life. A percentage of all Eureka Wealth Solutions revenue is donated to community organizations in need. Each year, our clients help us decide which charities we support.

My beautiful wife and I are raising two wonderful daughters. In what spare time we have, we love to travel, get outdoors, and take in a live sporting event. I also have a passion for chess, photography and I am a collector. 

I would be honored by the opportunity to get to know you. Perhaps we’re the right team for you.

taplio

The Battle

Jay Norman

Igor Tsukerman

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