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 the firm’s clients. He also leads the firm’s effort in evaluating and selecting private investment opportunities. Prior to joining AJ Wealth he was the Director of Research and Senior Portfolio Manager at Kore Private Wealth, a firm he helped launch in 2018. His responsibilities included leading the research effort, managing the firm’s liquid portfolios and private multi-manager vehicles, as well as providing tailored asset allocation advice to families and foundations. Prior to that, he was part of the CIO Office of Merrill Lynch managing multi-asset class investment portfolio on behalf of families, endowments, and foundations.

    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.

Client Resources

Company Information

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

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