Jay L Rogers

Professional Overview
Jay Rogers is a distinguished investment professional and entrepreneur with over three decades of specialized expertise serving ultra-high-net-worth (UHNW) investors, family offices, and institutional clients. As founder of Alpha Strategies, established in 2009, he leads a diversified financial services firm and outsourced CIO recognized internationally for its deep domain expertise in alternative investments, sophisticated tax and legal structuring, and consistently delivering pure alpha generation for qualified investors.
Core Competencies & Expertise
Alternative Investment Leadership
Jay has built his career on identifying and structuring complex alternative investment opportunities across real estate, private debt and equity, venture capital, and hedge fund strategies. His approach emphasizes rigorous due diligence, asset allocation optimization, and risk-adjusted return maximization for sophisticated investors seeking access to institutional-quality opportunities.
Legal & Tax Structuring for UHNW Investors
A cornerstone of Jay's practice is designing and implementing tax-efficient investment structures tailored to the unique needs of ultra-high-net-worth families and institutions. His expertise encompasses multi-jurisdictional planning, entity structuring, charitable vehicles, succession planning integration, and sophisticated legal frameworks that optimize after-tax returns while ensuring regulatory compliance and asset protection.
Family Office Advisory
As a trusted advisor to multiple family offices nationwide, Jay serves as a strategic partner in portfolio construction, governance, and generational wealth planning. His comprehensive approach addresses investment policy, operational infrastructure, and the complex coordination of legal, tax, and investment considerations that define modern family office management.
Syndication & Deal Origination
Jay is instrumental in originating and syndicating exclusive private investment opportunities among family offices and institutional investors across the country, providing access to deal flow typically reserved for the largest institutional players.
Specialized Focus Areas
Tribal Economic Development
A passionate advocate for tribal sovereignty and economic independence, Jay serves as advisor to multiple Native American Tribal Nations on investment strategy and economic development initiatives. He founded the Native Made Foundation to promote economic self-determination through supporting goods and services originating on Native American reservations, and has provided innovative financial solutions to advance tribal interests nationwide.
Litigation Support
Provides expert witness services and testimony in litigation involving securities and investment industry matters
Thought Leadership & Industry Recognition
Jay is widely recognized as a thought leader in alternative investments and family office management:
• Media Appearances: Featured expert on CNN's Your Money, with regular commentary in the Wall Street Journal, Bloomberg News, and NPR
• Conference Speaker: Presented at premier industry conferences including IMN, Opal Financial, IvyPlus, World Research Congress, Marcus Evans, Institutional Investor, Uncorrelated, and With Intelligence
• Academic Engagement: Guest lecturer at USC Marshall School of Business

Professional Foundation
Jay began his career with leading Wall Street firms including Morgan Stanley, Wells Fargo, and Bear Stearns before transitioning to full-time work with family offices and ultra-high-net-worth clients. This institutional foundation, combined with entrepreneurial expertise, enables him to bridge Wall Street sophistication with the personalized service and innovative structures that sophisticated private clients require.
Education & Professional Credentials
• BS, Northeastern University
• Graduate of USMC Officer Candidate School, Quantico, VA
• Graduate coursework at Harvard University, UCLA, and The Wharton School of Business at UPENN