Titleist Asset Management (TAM), an independent Registered Investment Adviser founded in 2003, has appointed Jay Coulter, CFP®, CIMA®, as its new Chief Executive Officer. Coulter brings 25 years of financial services experience, including founding Resilient Advisor, where he helped launch 11 RIAs and mentored advisors nationwide.
Coulter will lead Titleist through its next growth phase, focusing on expanding its advisory platform, enhancing investment services, and strengthening support for independent financial advisors.
“We have been collaborating with Jay for over two years, and his leadership, innovative mindset, and focus on building institutional-quality systems make him the ideal CEO,” said Byron Fields, Co-Founder and Managing Partner.
J.B. O’Banion, Co-Founder, added, “Jay understands what it takes to succeed in today’s fast-changing, AI-driven landscape. Under his guidance, Titleist will continue growing while staying true to its client-first principles.”
Coulter commented, “I am honored to join Titleist as CEO. I look forward to expanding the Titleist Advisor Network and delivering innovative solutions that help advisors become resilient, high-growth business owners.”
With Coulter at the helm, Titleist aims to support independent advisors with cutting-edge tools, robust networks, and scalable investment services, positioning the firm for continued leadership in the RIA sector.
