Andrew Friedman – CFP®®, SIP

President/CEO, Founding Partner

Andrew has been providing comprehensive estate, insurance, and wealth management strategies for high net worth clients since 1982. Andrew is a Certified Sustainable Investment Professional, Certified Financial Planner, a member of the Financial Planning Association and a Registered Investment Advisor. He was a member of the advisory board for American Portfolios Financial Services and is on the Board of Directors for the Sean Kimerling Testicular Cancer Foundation. Andrew graduated from the University of Wisconsin and has received numerous industry awards and non-profit acknowledgements throughout his career. Andrew has been a member of the Financial Planning Association since 1997 and is a member of The Forum for Sustainable and Responsible Investment.

John R. Romano, Jr.

CIO, Partner

John joined AJF Capital Management in 2018 as Portfolio Manager. In conjunction with the team, he was instrumental in the expansion of the AJF Asset Management platform and portfolio construction for clients’ managed accounts. The continued success and outperformance of the portfolio led to his promotion to Chief Investment Officer in 2020 where he is responsible for setting the firm’s asset allocation, capital market expectations and security selection across all discretionary portfolios. John’s philosophy is rooted in Post-Modern Portfolio Theory that emphasizes the recognition of systemic downside risk, used in conjunction with identifying disruptive technologies and business models that will change the way people conduct their lives in the future. He graduated from the Villanova School of Business at Villanova University where he earned a Bachelor of Business Administration (B.B.A.) in Finance with a Co-Major in Real Estate Management.
“As a fiduciary, putting clients’ best interest first is at the core of everything we do. A well-designed strategy, implemented for the right reasons, greatly increases the probability of success.”

Steven Brennan

COO/CCO, Partner

Steve serves as the Firm’s Chief Operations Officer and Compliance Officer. As a member of the Firms management team he plays an integral role in driving the Firms strategy and delivering what is best for our clients.
In addition to managing the day to day operations of the Firm, Steve is responsible for ensuring that the Firm is compliant with all regulatory and compliance standards.
He graduated from St. John’s University with a degree in accounting. He began his career working for Deloitte & Touche, servicing numerous clients in the financial services industry. Following Deloitte & Touche he worked 13 years at Merrill Lynch in various roles within finance, followed by another 13 years at Morgan Stanley where he held roles as a Controller and CFO in both institutional Services and the Wealth Management Division.
“I love being at AJF where I can see the difference that we make with clients on a daily basis. Giving meaning and purpose to investments that align with the values of our clients and the Firm is what makes working at AJF unique.”

Holly Nahar – SIP

Financial Advisor/ Shareholder Analyst

Holly Nahar joined AJF Capital Management in 2018 as a Financial Advisor/ Shareholder Analyst. She holds a B.B.A in Finance from Bernard Baruch College. In addition Ms. Nahar has completed the Sustainable Professional Certificate from Concordia University and uses AJF Capital Managements’ core ESG beliefs to provide an additional layer of screening for all investments.

“AJF’s forward thinking ESG approach and its unwavering commitment to clients makes working at AJF purposeful. Our client’s needs always come first and we’ll always go the extra mile to ensure we’re providing the best service in our industry”.