Historique de carrière de Daniel Rosone
Anciens postes connus de Daniel Rosone
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | 01/05/2016 | 01/09/2022 |
| Membre du Comité d'Investissement | 01/05/2016 | 01/09/2022 | |
| Gestionnaire de Portefeuille-Actions | 01/12/2019 | 01/09/2022 |
Formation de Daniel Rosone
| Syracuse University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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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