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Bernadette Zatta
Analyst-Fixed Income at AJ Wealth Strategies LLC
Bernadette Zatta active positions
Companies | Position | Start | End |
---|---|---|---|
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-Fixed Income | 01/10/2016 | - |
Career history of Bernadette Zatta
Training of Bernadette Zatta
Siena College | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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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