Edward Kramer

  • Vice President of Business Intelligence
    Edward Kramer

    Ed is the Vice President of Business Intelligence at AJ Wealth, responsible for overseeing front office operations and procedures. Working closely with the Managing Partners, Ed strives to continue the evolution of our internal processes and systems. Prior to joining AJ Wealth, Ed was a Product Owner at Bernstein Private Wealth Management, leading the development of proprietary technology solutions to enhance business processes. Ed began his career at Bernstein partnering with Financial Advisors to provide wealth planning and investment advice to high-net-worth individuals, Endowments, and Foundations, later managing a client service team. Ed graduated from Vanderbilt University with a B.A. in Economics and holds FINRA Series 63 and 7 licenses.

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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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