Junior Investment Analyst
Timothy 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. Timothy also provides support to the Operations Team facilitating client onboarding, managing client databases, and facilitating transactions in clients’ accounts. Timothy earned a Bachelors Degree in Finance from the Rauch Business School at Lehigh University in 2019. Timothy currently holds the FINRA Series 65 securities registration.