Cameron James Sugrue

No open positions remaining

Consumer Services

Finance

Profile

Mr. Cameron J.
Sugrue is a Financial Analyst at AJ Wealth Strategies LLC.
He takes an analytical approach in providing a high caliber experience to clients of the firm.
His background enables him to build out new, more efficient, processes to better serve clients in an ever-changing technological environment.
Prior to joining AJ Wealth, he worked as an Investment Consultant at Merrill Lynch, delivering investment management insights and analysis to a sophisticated client base.
As an undergrad at the University of Connecticut, he studied business strategy and computer science.
He graduated in 2018 with a BA and currently holds his FINRA Series 65 license.

Former positions of Cameron James Sugrue

Companies	Position	End
AJ Wealth Strategies LLC AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth creates a diversified portfolio consistent with their client’s risk tolerance and financial needs. The firm maintains an open architecture investment model that picks the most appropriate investment for each asset class.	Analyst-Equity	01/07/2021

See the detail of Cameron James Sugrue's experience

Training of Cameron James Sugrue

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Cameron James Sugrue's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
University of Connecticut University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AJ Wealth Strategies LLC AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth creates a diversified portfolio consistent with their client’s risk tolerance and financial needs. The firm maintains an open architecture investment model that picks the most appropriate investment for each asset class.	Finance