Beginning in Chicago in 1998, our team has been carefully built through the years – combining strong talent with a passion for client service.
To learn more about each team member, simply click on their names or photos.
Jay has been ranked annually by Barron’s as one of the Top 1,200 Advisors in the United States in 2018-20232, and as one of the Forbes Best-in-State Wealth Advisors in 2020 – 2022.3 Jay grew up in Avon, CT. He attended Yale University and graduated with a BA in Psychology in 1993. After Yale he managed the Hartford County, CT division of college student house painting company Flying Colors.
Jay left Flying Colors in 1996 to attend the Wharton School at the University of Pennsylvania. He graduated from Wharton in 1998 with an MBA in Finance. After business school, Jay went straight into wealth management in the Private Client Services Group of Donaldson, Lufkin & Jenrette (DLJ). Credit Suisse acquired DLJ in 2000 and kept the Private Client Services Group intact. Jay worked at Credit Suisse until March 2016, when he joined Wells Fargo Advisors in Radnor, PA. Jay currently lives with his wife, Linda, their two daughters, Cayla & Camiryn, and their son, Tyler, in Berwyn, PA. When Jay is not working or spending time with his family, he loves to fish – for striped bass, steelhead, salmon, smallmouth bass, and just about everything else that swims.
2 The Barron’s Top 1,200 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Kelly grew up in Naperville, IL. He attended Marquette University and graduated with a BA in Economics in 1994. After college he spent 12 years as a trader on the floor of the Chicago Mercantile Exchange trading equity and interest rate derivatives. Kelly left trading in 2006 after graduating with an MBA in Finance from the University of Chicago Graduate School of Business. After business school, Kelly joined the MBA Training Program in the Credit Suisse Private Bank. Kelly worked at Credit Suisse until March 2016, when he joined Wells Fargo Advisors in Chicago, IL. Kelly currently lives with his wife, Rachel, their three sons, Deklin, Braden & Conor and their daughter Keira, in Naperville, IL. When Kelly is not working or spending time with his family, he loves playing golf.
Jennifer grew up in Doylestown, PA. She has been ranked in 2023 by Forbes as one of the Top Women Wealth Advisors Best- In-State.7 In 2022, she was ranked by Forbes as one of the Top Next-Gen Wealth Advisors Best-in-State.5 She holds a BS in Business Administration from the University of Pittsburgh. After her undergraduate studies, Jennifer launched her career by advising high-net worth individuals and families at Bank of New York Mellon. While working at Bank of New York Mellon, Jennifer earned her MBA in Finance from Villanova University. Upon graduating from Villanova University, she left to join J.P. Morgan PrivateBank. After spending a few years at J.P. Morgan Private Bank, she moved to Credit Suisse Private Bank. Jennifer worked with Jay, Dave and Kelly at Credit Suisse Private Bank. She worked at Credit Suisse until March 2016, when she and the team left to join Wells Fargo Advisors in Radnor, PA. Jennifer currently lives with her husband, two sons and daughter in Malvern, PA. When Jennifer is not working, she enjoys traveling, dining out, skiing and spending time with the family.
Chris grew up in Larchmont, NY. He graduated Williams College in 1990. He first worked as an account representative for Marsh & McLennan. In 1992, he left to manage the Fairfield County, CT division of college student house painting company Flying Colors, where he met and worked alongside Jay Beaulieu. Chris left Flying Colors in 1997 to pursue his MBA at the Wharton School. After completing his MBA, Chris worked in management consulting for McKinsey & Company in New York. In 2001, he was recruited into a strategy and innovation role at American Express. Chris then moved to Bank of America in 2005 where he had successive roles in strategy and innovation for the Small Business and Mass Affluent segments. After the Merrill Lynch transaction, Chris became the National Specialist Executive for Merrill Edge – leading a team that supported advisors across the country in adopting best practices for financial planning and growth. Chris joined Wells Fargo Advisors in July of 2018. When Chris is not working or spending time with his family, he enjoys running and rooting for his beloved NY sports teams.
Tucker Hutchinson grew up in Virginia Beach, VA. He attended the Wharton School at the University of Pennsylvania and graduated in 2017 with a BS in Economics and as the Distinguished Graduate of his Air Force ROTC class. Upon graduation from Wharton, Tucker was commissioned as a Second Lieutenant in the USAF and served as an Acquisitions Officer for four years at the Space and Missile Systems Center (SMC) at Los Angeles Air Force Base (LAAFB). While at SMC, he worked on a $7B Next Generation Missile Warning Program to deliver increased missile threat detection capability for the US. He was awarded the Air Force Commendation Medal for his distinctive accomplishments at SMC. His award-winning essay titled An Economic Approach to Deterrence was published in the Air and Space Journal in 2019, and he published a weekly online newsletter for personal investors from 2020 to 2021. After completing his USAF service in June 2021, Tucker moved to Chicago, IL to join Wells Fargo Advisors.
When Tucker is not working, he loves to spend time with family and friends, play basketball, get out on the water, travel, or read a good book.
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.