Daniel Rosone

  • Investment Analyst
    917-383-2922
    daniel@ajwealthllc.com
    Daniel Rosone

    Daniel is an Investment Analyst at AJ Wealth, where he assists in the day-to-day management of client portfoliosand preparation of portfolio performance materials. Daniel alsosits on the investment committee responsible for creating and researching various investment ideas and asset allocation themes. He also assists on the operational side of the firm, opening and maintaining client accounts and assisting clients with day-to-day transactions. As an undergraduate at Syracuse University, Daniel studied Finance and Information Management & Technology. Daniel graduated in 2016, having earned a B.S. in both fields of study. He holds his FINRA Series 65 license.

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Company Information

AJ Wealth
30 Broad Street, 29th Floor
New York, NY 10004
Phone: 212-729-7750
Fax: 888-712-1647
info@ajwealthllc.com

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