Advisors at this firm
Holly N
Series 66
New York, NY
AJF Capital Management, Inc.
Holly Nahar is a financial advisor at AJF Capital Management, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research, Osaic Wealth, and American Portfolios Financial Services. AJF Capital Management serves individual and high net worth clients as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $178.5 million in client assets and employs a core investment approach based on Modern Portfolio Theory, offering various advisor-directed strategies including sustainable and high-conviction options.
Andrew F
CFP®, Series 63
New York, NY
AJF Capital Management, Inc.
Andrew Friedman is a CFP® certified financial advisor with 43 years of industry experience. He has been with AJF Capital Management, Inc. since 1991 and has previously worked at American Portfolios Financial Services, Osaic Wealth, Inc., and Cambridge Investment Research, Inc. based in New York, NY. AJF Capital Management serves individual and high net worth clients as well as pension plans, trusts, estates, charitable organizations, and corporations, offering a range of wealth management, retirement, estate, and tax planning services. The firm employs a core investment approach based on Modern Portfolio Theory combined with advisor-directed strategies and ESG screening, managing approximately $178.5 million in client assets.
Steven B
Series 63, Series 65
St Augustine, FL
AJF Capital Management, Inc.
Steven Brennan is a financial advisor at AJF Capital Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Osaic Wealth, American Portfolios Financial Services, and Morgan Stanley. AJF Capital Management serves individual and high net worth clients as well as pension plans, trusts, estates, charitable organizations, and corporations, offering wealth management, retirement, estate and tax planning, risk management, and standalone financial planning. The firm employs a core asset-allocation approach with satellite holdings and offers multiple advisor-directed strategies, including sustainable and high-conviction portfolios.
John R
Series 66
New York, NY
AJF Capital Management, Inc.
John Romano is a financial advisor at AJF Capital Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Osaic Wealth, and American Portfolios Financial Services. Romano has a background that includes roles outside finance, such as positions at CBRE, Inc. and Cutlass Industrial, Inc. AJF Capital Management serves individual and high net worth clients as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm provides discretionary and non-discretionary wealth management, retirement, estate and tax planning, risk management, and standalone financial planning, managing approximately $178.5 million in client assets. Their investment approach incorporates Modern Portfolio Theory with asset-allocation core and satellite holdings, offering strategies such as Sustainable Asset Management (SAM), Traditional Asset Management (TAM), and Strategic Investment (SIP).
