Profilo
Mr. Peter G.
English is a Senior Financial Analyst at AJ Wealth Strategies LLC.
He focuses on delivering tailored investment, insurance, cash flow, retirement, tax and estate planning strategies to his clients based on their unique needs.
Prior to joining AJ Wealth, he spent over a decade serving in various roles with Citi Private Bank.
Most recently, he served as an Associate Banker with the Private Bank’s Law Firm Group, delivering banking, mortgage, lending, investment and financial planning services to attorney clients at AmLaw 100 firms.
He has a BS in Finance, with a minor in Information Systems, from Susquehanna University.
Precedenti posizioni note di Peter Geoffrey English
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). | Stratega di mercato | 01/09/2016 |
Formazione di Peter Geoffrey English
Susquehanna University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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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- Peter Geoffrey English