Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Carl Jude Schramm | M | 76 |
Syracuse University
| 12 years |
| Lawrence Kramer | M | 73 |
Syracuse University
| 12 years |
| Bernadette Zatta | F | - |
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). | 8 years |
| Stephen Soviero | M | - |
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). | 7 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Clay Cochran | M | - |
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). | 7 years |
| MAX Moskovitz | M | - |
Syracuse University
| 5 years |
| Douglas D. Danforth | M | 99 |
Syracuse University
| - |
| Cameron James Sugrue | M | - |
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). | 1 years |
| David Kern | M | - |
Syracuse University
| 4 years |
| Taylor Guzzey | M | - |
Syracuse University
| 4 years |
| Maura Cyr | F | - |
Syracuse University
| 4 years |
| James Kelley | M | - |
Syracuse University
| 1 years |
| Cole Charney | M | - |
Syracuse University
| 4 years |
| Max Liss | M | - |
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). | 2 years |
| Andrew Yakubovich | M | - |
Syracuse University
| 4 years |
| Zak Yuen Lee | M | 35 |
Syracuse University
| 1 years |
| Alina Pappas | F | - |
Syracuse University
| 4 years |
| Mohammad Sajib Hossain | M | - |
Syracuse University
| 1 years |
| Sebastian Benkert | M | - |
Syracuse University
| 2 years |
| Julie Klugman | F | - |
Syracuse University
| 4 years |
| Guan Hua Zhai | M | 32 |
Syracuse University
| 4 years |
| Gregg Heimer | M | - |
Syracuse University
| 3 years |
| Christian Battiloro | M | - |
Syracuse University
| 4 years |
| Aysha Seedat | F | - |
Syracuse University
| 4 years |
| Yonatan Karas | M | - |
Syracuse University
| 4 years |
| Eddie Lee | M | - |
Syracuse University
| 6 years |
| Paul C. Brigandi | M | - |
Syracuse University
| 2 years |
| Peter Geoffrey English | M | - |
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). | - |
| Mary Ann Tyszko | F | - |
Syracuse University
| 5 years |
| Jake Doue | M | - |
Syracuse University
| 4 years |
| Tracy Jin | F | - |
Syracuse University
| 4 years |
| Peter John Somich | M | - |
Syracuse University
| 1 years |
| Jim Behr | M | - |
Syracuse University
| 4 years |
| Brandon Smith | M | - |
Syracuse University
| 2 years |
| Janet J. Lee | F | - |
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). | 2 years |
| Ercümend Arvas | M | 71 |
Syracuse University
| 20 years |
| Michael Slutsky | M | - |
Syracuse University
| 4 years |
| Alec Barnett | M | - |
Syracuse University
| 5 years |
| Jacob Green | M | - |
Syracuse University
| 3 years |
| Athena Wu | F | - |
Syracuse University
| 4 years |
| Taryn Gill Pahigian | F | - |
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). | 1 years |
| Holly Lobprise | F | - |
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). | 1 years |
| Nick Della Pelle | M | - |
Syracuse University
| 1 years |
| Elijah Crago | M | - |
Syracuse University
| 4 years |
| Brian Steinberg | M | - |
Syracuse University
| 4 years |
| Kosoff Maya | F | - |
Syracuse University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 46 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Daniel Rosone
- Personal Network
