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Holly N

Series 66

New York, NY

AJF Capital Management, Inc.

Holly Nahar is a financial advisor at AJF Capital Management, Inc. with four years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Inc., OSAIC, and American Portfolios Financial Services, Inc. prior to her current role. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and offers various portfolio management and financial planning services, including ESG-focused sustainable investing and actively managed strategies.

Wealth management ESG / Sustainable investing Founder/Business Owner
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Andrew F

CFP®, Series 63

Boulder, CO

AJF Capital Management, Inc.

Andrew Friedman is a Certified Financial Planner (CFP®) with 44 years of industry experience. He has been with AJF Capital Management, Inc. since 1991 and has also worked at American Portfolios Financial Services and Cambridge Investment Research. AJF Capital Management provides investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework based on Modern Portfolio Theory and offers strategies including ESG-screened Sustainable Asset Management and actively managed portfolios.

Wealth management ESG / Sustainable investing Founder/Business Owner
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Steven B

Series 63, Series 65

St Augustine, FL

AJF Capital Management, Inc.

Steven Brennan is a financial advisor at AJF Capital Management, Inc. in St. Augustine, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior experience includes roles at Cambridge Investment Research, American Portfolios Financial Services, and Morgan Stanley Smith Barney. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation approach based on Modern Portfolio Theory, supplemented by thematic strategies including ESG integration and actively managed portfolios.

Wealth management ESG / Sustainable investing Founder/Business Owner
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John R

Series 66

New York, NY

AJF Capital Management, Inc.

John Romano is a financial advisor at AJF Capital Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Cambridge Investment Research, Inc. and American Portfolios Financial Services, Inc. before joining AJF Capital Management. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework based on Modern Portfolio Theory supplemented by equities, ETFs, and closed-end funds, and offers programs including a Sustainable Asset Management strategy and an actively managed AJF Alpha Portfolio.

Wealth management ESG / Sustainable investing Founder/Business Owner
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