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AJ Simoncelli, CFA

Senior Associate

Chicago

Client Advisory

Biography

AJ is a Senior Associate in the Chicago office. He is a member of the Executive Financial Counseling team, responsible for supporting financial planning, investment management, estate planning and tax services.

Prior to joining Cerity Partners, AJ worked as an Associate Advisor for a Registered Investment Advisor, working on both the Portfolio Management and Financial Planning teams. His primary responsibilities included rebalancing customer accounts, handling client inquiries and creating client presentations.

Education

  • B.F.A. in Finance from Carthage College

Highlights

  • Chartered Financial Analyst
  • Member of CFA Society of Chicago
  • Investment Advisory Representative (IAR)

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.