Andrea Zilli

Andrea Zilli General Information

Biography

Mr. Andrea Zilli served as Chief Investment Officer at AJ Wealth. In this role he focuses on overall asset allocation, macro research and providing customized investment portfolios and advice to AJ Wealth's clients. He leads the firm's efforts in evaluating and selecting private investment opportunities and his responsibilities also include managing the firm's liquid portfolios and private investment platform, as well as providing tailored asset allocation advice to families. He started his career in 2007 where he was part of the CIO Office of Merrill Lynch, managing multi-asset class investment portfolio on behalf of families, endowments, and foundations and in 2018 joined Kore Private Wealth where he was the Director of Research and Senior Portfolio Manager. He graduated from both Northeastern University and Universita' Cattolica del Sacro Cuore (Italy) with a B.S. in Finance and he holds a Masters in International Management from Universita' Cattolica del Sacro Cuore (Italy). He is also a CFA Charterholder and a member of the New York Society of Security Analysts. He served as Director at Kore Private Wealth.