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Bernadette Zatta
Analyst-Fixed Income at AJ Wealth Strategies LLC
Network origin in Bernadette Zatta first degree
Entity | Entity type | Industry | |
---|---|---|---|
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).
10
| Subsidiary | Investment Managers | 10 |
Siena College
7
| College/University | Other Consumer Services | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bernadette Zatta via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ROBERT HALF INTERNATIONAL, INC | Personnel Services | Director/Board Member | |
Fenimore Asset Management, Inc.
![]() Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Investment Managers | Analyst-Equity | |
Wexford Capital LP
![]() Wexford Capital LP Investment ManagersFinance Wexford Capital LP (Wexford) is an independent, SEC-registered investment advisor headquartered in West Palm Beach, Florida with additional office in Stamford, Connecticut. The firm was founded by Charles Davidson, Joseph Jacobs and Robert Holtz in 1994. Wexford provides investment advice to a variety of private pooled investment vehicles over which the firm has discretionary trading authority. | Investment Managers | Analyst-Equity | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
Omnicom Capital, Inc. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Drexel University | College/University | Doctorate Degree | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
Saint John's University | College/University | Graduate Degree | |
DePaul University | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Syracuse University | College/University | Undergraduate Degree | |
Hofstra University | College/University | Graduate Degree | |
Manhattan College | College/University | Undergraduate Degree | |
New Jersey City University | College/University | Undergraduate Degree | |
Pepperdine University | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
University of Scranton | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
Hollow Brook Wealth Management LLC
![]() Hollow Brook Wealth Management LLC Investment ManagersFinance Hollow Brook Wealth Management LLC (Hollow Brook) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Katonah, New York. The firm was founded as Hollow Brook Associates LLC in 2008. Hollow Brook provides comprehensive wealth management services to individuals, families, and institutions such as private foundations and family entities. | Investment Managers | Portfolio Manager-Equities | |
Verition Fund Management LLC
![]() Verition Fund Management LLC Investment ManagersFinance Verition Fund Management LLC (Verition) is a SEC-registered investment advisor and multi-strategy, multi-manager hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Nicholas M. Maounis in 2008 and is a subsidiary of Verition Fund Management NY, Inc. Verition serves as the manager for and provides discretionary investment advisory services to several private funds. | Investment Managers | Analyst-Equity | |
S&S HealthCare Strategies Ltd.
![]() S&S HealthCare Strategies Ltd. Miscellaneous Commercial ServicesCommercial Services S&S HealthCare Strategies Ltd. provides healthcare and administrative services. Its services include claims administration, utilization review, reporting and analysis and stop loss protection. The company was founded by Gail Schweitzer and Richard Rostowskyon in October, 1994 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Chief Executive Officer | |
Deloitte Touche Tohmatsu Ltd.
![]() Deloitte Touche Tohmatsu Ltd. Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Ltd. provides auditing, financial advisory, tax, and consulting services. Its serves technology, consumer business, energy and resources, financial services, life sciences and health care, manufacturing, public sector, real estate, technology, media, and telecommunications industries. The company was founded in 1880 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
City University London | College/University | Graduate Degree | |
Arena Investors LP
![]() Arena Investors LP Investment ManagersFinance Arena Investors LP (Arena) is a SEC-registered investment advisor and global institutional asset manager headquartered in New York City. The firm was founded by Daniel B. Zwirn and is a subsidiary of Arena Investors Group Holdings LLC, which is ultimately owned by The Westaim Corp. (TSXV: WED; OTCMKTS: WEDXF) in Canada. Arena provides investment advisory services to a limited number of private fund clients and managed accounts. | Investment Managers | Trading-Fixed Income | |
LeverPoint Management LLC
![]() LeverPoint Management LLC Investment ManagersFinance LeverPoint Management LLC provides investment advice. Its services include find administration, Management Company, treasury, and tax and foreign account tax compliance act. The company was founded in 1995 and is headquartered in Clifton Park, NY. | Investment Managers | Corporate Officer/Principal | |
Centerstone Investors LLC
![]() Centerstone Investors LLC Investment ManagersFinance Centerstone Investors LLC (Centerstone) is an independent, SEC-registered investment advisor which was founded in 2015 by Abhay Deshpande. Headquartered in New York, Centerstone offers discretionary investment advisory services to registered mutual funds and institutional investors in separately managed accounts. | Investment Managers | Analyst-Equity | |
Cinnabar Investment Management Pty Ltd.
![]() Cinnabar Investment Management Pty Ltd. Investment ManagersFinance Cinnabar Investment Management Pty Ltd. (Cinnabar) is an independent asset management firm headquartered in Johannesburg, South Africa. Cinnabar provides global multi-management solutions to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Sompo International (United States)
![]() Sompo International (United States) Property/Casualty InsuranceFinance Sompo International (United States) provides insurance services. The company is headquartered in Purchase, NY. | Property/Casualty Insurance | Corporate Officer/Principal |
Statistics
International
United States | 32 |
United Kingdom | 2 |
South Africa | 2 |
Sectoral
Finance | 17 |
Consumer Services | 15 |
Commercial Services | 4 |
Operational
Analyst-Equity | 18 |
Undergraduate Degree | 17 |
Portfolio Manager-Equities | 4 |
Graduate Degree | 3 |
Corporate Officer/Principal | 3 |
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