AJ Simoncelli, CFA^®

Designations and licenses

AJ holds the Chartered Financial Analyst® designation.

Experience and education

AJ provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, AJ worked at Cerity Partners LLC, Sebold Capital Management LLC and the National Futures Association.

AJ holds a bachelor’s degree in finance from Carthage College.

Personal interests

Away from the office, AJ enjoys golfing and spending time with family.