Jay McHaleCAIA

Jay McHale, CAIA

Rendering of an infinity pool at Cliffsides, Camp Bay, Roatán, its edge meeting the Caribbean, with two hillside homes beyond
2026|Partner, Proto Roatan
Camp Bay, Roatán, Honduras
Luxury vacation home investment sales.
Cliffsides

30 years in every seat at the private-capital table. A CAIA charterholder who has raised and deployed over $500M, McHale prices the risk others misread and structures the upside they leave behind. He builds next-gen businesses that rewrite the rules, rendering legacy players obsolete.

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Jay McHale, CAIA, executive portrait

Jay McHale, CAIA

Date
SMTWTFS
TimeAll times Eastern
Career breadth

The Receipts

Credentials

30+
Years Experience
$500M+
Capital Raised and Deployed
Patent Holder
2004
Charterholder
2014
Held Series
7, 79, 82, 63, 65, 31
Certification
2016

Experience

Boston College, BS, 1996, Jay McHale.
1996
Boston College
BS
Valuemetrics, Advisor, 1996 to 1999, Jay McHale.
1996 to 1999
Valuemetrics
Advisor
Saint Louis University, MBA, 2001, Jay McHale.
2001
Saint Louis University
MBA
e-tab, Owner, 2001 to 2008, Jay McHale.
2001 to 2008
e-tab
Owner
Ambulatory Surgery Center, Investment Banker, 2009, Jay McHale.
2009
Ambulatory Surgery Center
Investment Banker
Morgan Stanley Smith Barney, Advisor, 2009 to 2010, Jay McHale.
2009 to 2010
Morgan Stanley Smith Barney
Advisor
Iowa Speedway, Investment Banker, 2011, Jay McHale.
2011
Iowa Speedway
Investment Banker
Catenary Capital, Owner, 2011 to 2019, Jay McHale.
2011 to 2019
Catenary Capital
Owner
Ravenna Country Club, Investment Banker, 2013, Jay McHale.
2013
Ravenna Country Club
Investment Banker
WestPac Campus Communities, Investment Banker, 2013, Jay McHale.
2013
WestPac Campus Communities
Investment Banker
Great Wolf Lodge, Investment Banker, 2015, Jay McHale.
2015
Great Wolf Lodge
Investment Banker
SavvyCard, Advisor, 2015, Jay McHale.
2015
SavvyCard
Advisor
Leathem Stearn Aspen Home, Investment Banker, 2015 to 2017, Jay McHale.
2015 to 2017
Leathem Stearn Aspen Home
Investment Banker
Ingraham Media / LifeZette, Investment Banker, 2016, Jay McHale.
2016
Ingraham Media / LifeZette
Investment Banker
SocialQuant
2016
SocialQuant
Advisor
Gas Monkey Tequila / NoCoast, Advisor, 2017, Jay McHale.
2017
Gas Monkey Tequila / NoCoast
Advisor
Hatfield & McCoy Whiskey, Advisor, 2017, Jay McHale.
2017
Hatfield & McCoy Whiskey
Advisor
Sokolove Law, Advisor, 2017, Jay McHale.
2017
Sokolove Law
Advisor
3 Oaks Developers, Advisor, 2018, Jay McHale.
2018
3 Oaks Developers
Advisor
Exceteras, Advisor, 2019, Jay McHale.
2019
Exceteras
Advisor
Mosaic, Executive, 2019 to 2025, Jay McHale.
2019 to 2025
Mosaic
Executive
FlowVeda, Owner, 2023 to present, Jay McHale.
2023 to present
FlowVeda®
Owner
Lionshare Global LLC, Founder, 2025 to present, Jay McHale.
2025 to present
Lionshare™ Global
Founder

In the Media