Bernadette Zatta

Analyst-Festverzinsliche Wertpapiere bei AJ Wealth Strategies LLC

Finance

Consumer Services

Aktive Positionen von Bernadette Zatta

Unternehmen	Position	Beginn	Ende
AJ Wealth Strategies LLC AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s).	Analyst-Festverzinsliche Wertpapiere	01.10.2016	-

Siena College

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Analyst-Fixed Income	1
Undergraduate Degree	1

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
AJ Wealth Strategies LLC AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s).	Finance

Private Unternehmen

Finance