![Brad Kelly](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. Bradley Kelly is a Junior Investment Analyst at AJ Wealth Strategies LLC.
He assists with client specific needs and working with Schwab Institutional and Fidelity.
He also works as support for the investment management team, primarily in research and analyzing portfolio accounting reports.
Additionally, he works alongside analysts to ensure that clients’ transactional needs are met, specifically money movement, charitable donations and wires.
He has both a BBA and MBA from Campbell University.
Precedenti posizioni note di Brad Kelly
Società | Posizione | Fine |
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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-Equity | - |
Formazione di Brad Kelly
Campbell University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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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 |
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