Career history of Daniel Rosone
Former positions of Daniel Rosone
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2016-04-30 | 2022-08-31 |
| Investment Committee Member | 2016-04-30 | 2022-08-31 | |
| Portfolio Manager-Equities | 2019-11-30 | 2022-08-31 |
Training of Daniel Rosone
| Syracuse University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
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