AJ co-leads Berkshire’s financial technology practice.
AJ joined Berkshire in 2019 to assist in the launch of the firm’s financial technology coverage group. Over the course of his career, AJ worked closely with companies in the wealthtech and capital markets sub-verticals on their strategic initiatives. In his role as an advisor to financial technology firms, he leverages his industry expertise and relationships to provide strategic advice, execute transactions, and ultimately create value for his clients.
Notable Transaction Experience:
Factset / Idaciti (2023)
Veriti / First Trust (2022)
Vanguard / JustInvest (2021)
State Street / Mercatus (2021)
Institutional Shareholder Services / Rainmaker Group (2021)
Prudential / Green Harvest Asset Management (2021)
Prior Work Experience:
Marlin & Associates, Associate
Kerburn Rose, Analyst
Education & Affiliations:
George Mason University, BS in Finance