Stephen Soviero
Analyst-Equity presso AJ Wealth Strategies LLC
Profilo
Mr. Stephen Soviero is a Principal at AJ Wealth Strategies LLC.
He provides clients with a high level of service.
In this role, he is responsible for examining data to help the team make investment portfolio decisions.
He gives prompt and thorough attention to clients’ various financial planning needs and his ability to get the job done and be a team player are major contributors to his success at the firm.
Prior to joining Cerity Partners, He served as a Senior Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services.
In this role, he analyzed data to help develop comprehensive financial plans for clients.
He received his undergraduate degree from Fairfield University.
Posizioni attive di Stephen Soviero
Società | Posizione | Inizio |
---|---|---|
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 | 01/06/2017 |
Formazione di Stephen Soviero
Fairfield 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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