![Peter Geoffrey English](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Perfil
Mr. Peter G.
English is a Senior Financial Analyst at AJ Wealth Strategies LLC.
He focuses on delivering tailored investment, insurance, cash flow, retirement, tax and estate planning strategies to his clients based on their unique needs.
Prior to joining AJ Wealth, he spent over a decade serving in various roles with Citi Private Bank.
Most recently, he served as an Associate Banker with the Private Bank’s Law Firm Group, delivering banking, mortgage, lending, investment and financial planning services to attorney clients at AmLaw 100 firms.
He has a BS in Finance, with a minor in Information Systems, from Susquehanna University.
Antiguos cargos conocidos de Peter Geoffrey English.
Empresas | Cargo | Fin |
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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). | Estratega de mercado | 01/09/2016 |
Formación de Peter Geoffrey English.
Susquehanna University | Undergraduate Degree |
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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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