AJ Wealth - Buildings and People's Shadows

Andrea Zilli, CFA®

  • Andrea Zilli, CFA®
    Chief Investment Officer
    Andrea Zilli, CFA®

    Andrea is the Chief Investment Officer of AJ Wealth. In this role he focuses on overall asset allocation, macro research and providing customized investment portfolios and advice to AJ Wealth’s clients. He leads the firm’s efforts in evaluating and selecting private investment opportunities and his responsibilities also include managing the firm’s liquid portfolios and private investment platform, as well as providing tailored asset allocation advice to families. Andrea started his career in 2007 where he was part of the CIO Office of Merrill Lynch, managing multi-asset class investment portfolio on behalf of families, endowments, and foundations and in 2018 joined Kore Private Wealth where he was the Director of Research and Senior Portfolio Manager.

    Andrea graduated from both Northeastern University and Universita’ Cattolica del Sacro Cuore (Italy) with a B.S. in Finance and he holds a Masters in International Management from Universita’ Cattolica del Sacro Cuore (Italy). Andrea is also a CFA Charterholder and a member of the New York Society of Security Analysts.

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AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647