AJ Wealth - Buildings and People's Shadows

James Kane

  • James Kane
    Junior Investment Analyst
    James Kane

    James is a Junior Investment Analyst at AJ Wealth. In this role he assists the CIO and Portfolio Managers in asset allocation decisions, investment due diligence and selection, and providing customized investment advice to the firm’s clients. He is also responsible for trading client accounts, maintaining the firm’s portfolio management software, and performance reporting. Prior to joining the firm, James worked as a Portfolio Administrator at Penobscot Financial Advisors. His responsibilities included conducting portfolio analysis and reporting, managing the firm’s portfolio management software, and trading client accounts.

    James graduated from Loyola University Maryland with a B.B.A in Finance and currently holds the FINRA Series 65 registration.

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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