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Bernadette Zatta
Analyst-Fixed Income at AJ Wealth Strategies LLC
Profile
Ms. Bernadette Zatta is a Tax Manager at AJ Wealth Strategies LLC.
She manages all tax work AJ Wealth handles for its clients.
Her work on income tax projections, returns and coordination with a variety of accountants, team members and clients, enables client teams to concentrate on other planning work for their clients.
Prior to joining the firm, she was a Senior Tax Accountant at EisnerAmper LLP in their Personal Wealth group for High Net Worth clients.
In addition, she worked at Anchin, Block & Anchin LLP where she handled the compliance needs for trusts, partnerships, corporations and private foundations.
She received a Bachelor of Science in Accounting from Siena College in 2012.
Bernadette Zatta active positions
Companies | Position | Start |
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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-Fixed Income | 2016-09-30 |
Training of Bernadette Zatta
Siena College | Undergraduate Degree |
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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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