AJ Simoncelli

Senior Associate


Client Advisory


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.


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


  • Investment Advisory Representative (IAR)

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