Clay Cochran, CFA ®

  • Director of Portfolio Management
    Clay Cochran, CFA

    Clay is the Director of Portfolio Management at AJ Wealth, responsible for overall strategic asset allocation investment strategy and day-to-day portfolio management services to clients. Prior to joining AJ Wealth, Clay was a Vice President at JPMorgan Asset Management on the Global Equities team responsible for communicating investment performance, market outlook and strategy for the firm’s International and Global equity offerings. Clay began his career at a Private Wealth Manager in the investment group providing equity analysis and portfolio construction for high net worth individuals and Endowments & Foundations. Clay graduated from DePaul University with a B.S. in Finance and holds the series 63 and 65 licenses. He is also a member of the New York Society of Securities Analysts and is a CFA® charterholder.

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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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