Stephen Soviero

Analyst-Equity chez AJ Wealth Strategies LLC

Profil

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.

Postes actifs de Stephen Soviero

Sociétés	Poste	Début
AJ Wealth Strategies LLC	Analyst-Equity	01/06/2017

Formation de Stephen Soviero

Fairfield University

Undergraduate Degree