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Managing Director
Managing Director, CPA, PMP

Jay Santana

Jay Santana is currently a Managing Director at AWM Capital, where he specializes in tax strategies for athletes and high-net-worth individuals.

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About Jay

Jay Santana is a Managing Director at AWM Capital, specializing in tax strategies for athletes and high-net-worth individuals. With extensive expertise in navigating complex tax landscapes, Jay is committed to optimizing financial outcomes for his clients. He focuses on personalized solutions that align with their unique financial goals, ensuring they make the most of their wealth. Jay's proactive approach and dedication to client success make him an invaluable resource in the financial landscape. Outside of work, he enjoys staying active and engaging with his community.

Sports bio

In high school, I played basketball, football, track, and lacrosse. Basketball taught me teamwork and strategy, while football helped me build resilience. In track and field, I focused on my speed and endurance, achieving personal bests at regional meets. Lacrosse improved my agility and teamwork in a fast-paced game.In college, I spent a year on the track and field team, where I sharpened my skills and embraced intense training. Competing at this level boosted my athletic abilities and taught me commitment. Overall, my sports experiences have shaped me and taught me valuable lessons about dedication and teamwork.

Education & credentials

Temple University: Bachelors of Science in Accounting, Bachelors of Science in International Business, Minor in Finance.

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Quarterly Tax Updates – November 2021

December 6, 2021
Family coaching

Can I Claim My College Student as a Dependent?

This article explains how parents can claim their college student as a dependent by meeting IRS criteria, highlights the tax benefits of doing so (like education credits and deductions), and provides insight into 529 Plans and ESAs for covering educational expenses tax-efficiently.
February 11, 2021
Tax

2020 Tax Season Preparation Tips

Preparing for the 2020 tax season requires early organization, careful record-keeping, understanding key filing dates, maximizing retirement account contributions, considering itemized deductions, providing dependent information accurately, and filing on time to avoid penalties.
January 25, 2021
Family OfficeOur TeamWealth PhilosophyInvestment PhilosophyResourcesPodcasts
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