Junior Investment Analyst
Roscoe is a Junior Investment Analyst at AJ Wealth where he works closely with the Investment Team to assist in the construction, analysis, and management of client portfolios, including utilizing performance reporting software to track portfolio returns. To ensure the Investment Team is always kept apprised of other activity that may impact client portfolios, Roscoe also provides support to the Operations Team facilitating client onboarding, managing client databases, and facilitating transactions in clients’ accounts. Roscoe studied Cell/Molecular Biology and Sociology at McGill University where he graduated in 2018 with a Bachelors of Arts & Science. Roscoe currently holds the FINRA Series 65 securities registration.