Profile
Mr. Cameron J.
Sugrue is a Financial Analyst at AJ Wealth Strategies LLC.
He takes an analytical approach in providing a high caliber experience to clients of the firm.
His background enables him to build out new, more efficient, processes to better serve clients in an ever-changing technological environment.
Prior to joining AJ Wealth, he worked as an Investment Consultant at Merrill Lynch, delivering investment management insights and analysis to a sophisticated client base.
As an undergrad at the University of Connecticut, he studied business strategy and computer science.
He graduated in 2018 with a BA and currently holds his FINRA Series 65 license.
Former positions of Cameron James Sugrue
Companies | Position | End |
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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 | 01/07/2021 |
Training of Cameron James Sugrue
University of Connecticut | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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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