J.J. Burns & Company

Steven Mula is a CFA® charterholder with five years of industry experience, currently serving as an advisor at J.J. Burns & Company. He has been with the firm since 2014. J.J. Burns & Company is a mid-sized advisory team managing over $1 billion in client assets. The firm provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, pension, and charitable entities, using a fundamental analysis-driven investment process and customized financial plans.

Nejad Abo Hamzy is a CFP® professional with four years of industry experience, currently serving as an advisor at J.J. Burns & Company since 2016. His background includes roles at Seawanhaka Yacht Club, Vincent's Clam Bar, and Johnston & Murphy, alongside completing a full-time college education from 2014 to 2018. J.J. Burns & Company is a mid-sized advisory team managing over $1 billion in client assets, providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, pension, and charitable entities. The firm emphasizes fundamental analysis and client-specific investment policies, integrating holistic planning that includes retirement, estate, heritage, and charitable considerations.

James Burns is a CFP® with four years of industry experience and is associated with J.J. Burns & Company, a firm established in 1994. He is also the owner of an insurance sales business, 232 JJB, LLC, where he is involved in insurance analysis and recommendations. J.J. Burns & Company is a mid-sized advisory team managing over $1 billion in client assets, providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, pension, and charitable entities. The firm emphasizes customized financial plans and a fundamental analysis-driven investment process tailored to client-specific policies.

Adam Kohler is a CFP® professional with 13 years of industry experience. He currently works at J.J. Burns & Company and previously held roles at Fidelity Investments and TIAA-CREF Individual & Institutional Services. Outside of his advisory work, he serves as an adjunct instructor teaching introductory philosophy courses at Suffolk County Community College. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, pension, and charitable entities. The firm emphasizes fundamental analysis and client-specific investment policies, offering customized financial plans that incorporate retirement, estate, heritage, and charitable planning.

David Carter is a CFA® charterholder with eight years of industry experience. He is currently an advisor at J.J. Burns & Company and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wealthspire / Lenox Wealth Advisors LLC. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, pension, and charitable entities. The firm emphasizes fundamental analysis and client-specific investment policies, offering holistic planning that includes retirement, estate, heritage, and charitable planning alongside portfolio construction.

Anamika Madan is a CFP® professional with 18 years of industry experience. She currently works at J.J. Burns & Company and has previously held roles at Element Financial Group, Commonwealth Financial Network, Financial Engines Advisors L.L.C, and Charles Schwab. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, pension, and charitable entities. The firm offers customized portfolios and holistic planning that includes retirement, estate, heritage, and charitable planning, supported by a fundamental analysis investment process tailored to client-specific policies.

Ricky Bathija is a CFP® professional with four years of industry experience. He has been with James J. Burns & Company, LLC since 2007. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, pension, and charitable entities. The firm emphasizes fundamental analysis and client-specific investment policies, offering holistic planning that includes retirement, estate, heritage, and charitable planning alongside portfolio construction.

Anthony Lagiglia is a financial advisor at J.J. Burns & Company with 29 years of industry experience. He holds the CFP® designation and has worked at J.J. Burns & Company since 1996, with a brief tenure at Cetera Advisor Networks LLC in 2019. Outside of his advisory role, he is an owner of an insurance agency in Melville, NY, where he provides insurance analysis and recommendations. J.J. Burns & Company offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, pension, and charitable entities. The firm’s investment process is based on fundamental analysis and client-specific policies, providing customized portfolios and holistic planning that includes retirement, estate, heritage, and charitable considerations.