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    Justyn Volesko

    Managing Partner/Co-Founder AJ Wealth

    Justyn Volesko is a seasoned financial professional with extensive experience in wealth management and family office services. He is currently a Partner at Cerity Partners, having joined the firm in July 2023.12

    Career History

    Co-Founder of AJ Wealth: Volesko co-founded AJ Wealth in May 2012 alongside Andrew Cooper.12 The firm specialized in providing comprehensive family office services to ultra-high-net-worth individuals and families. AJ Wealth developed a unique expertise in complex estate and tax planning, particularly for clients with carried interests in investment funds.2

    Goldman Sachs Experience: Prior to founding AJ Wealth, Volesko worked at Goldman Sachs for nearly a decade, from September 2002 to May 2012.1 During his time there, he helped build the Goldman Sachs Family Office, which catered exclusively to the firm's partners.1

    Education

    Volesko has a strong educational background in law and economics:

    • BA in Economics from the University of Albany (1997-1999)
    • JD from Rutgers University - Camden (1999-2002)
    • LLM in Taxation from New York University School of Law (2003-2005)1

    Recent Developments

    In July 2023, AJ Wealth merged with Cerity Partners, a leading independent wealth management firm.23 As part of this merger, Volesko transitioned to the role of Partner at Cerity Partners, where he continues to leverage his expertise in family office services and complex planning strategies.12

    Expertise and Approach

    Volesko's approach to wealth management is characterized by:

    • A focus on providing exceptional, high-touch family office services
    • Expertise in complex estate and tax planning, especially for clients in the alternative investment industry
    • A commitment to handling all aspects of a family's financial situation
    • A "financial planning first" philosophy23

    In his current role at Cerity Partners, Volesko is working to expand the firm's family office service offering, drawing from his Goldman Sachs pedigree and AJ Wealth experience to create a multi-family office service that aims to be truly exceptional.1

    Highlights

    Jul 5 · prnewswire.com
    Cerity Partners Welcomes AJ Wealth - PR Newswire
    Cerity Partners Welcomes AJ Wealth - PR Newswire
    Jul 5 · wallerhelms.com
    AJ Wealth has merged with Cerity Partners - Waller Helms
    Cerity Partners Welcomes AJ Wealth
    Cerity Partners Welcomes AJ Wealth
    Jul 5 · PR Newswire
    Cerity Partners Welcomes AJ Wealth - PR Newswire
    Cerity Partners Welcomes AJ Wealth - PR Newswire
    Jul 5 · Barron's
    Cerity Partners Adds $2.4 Billion RIA Catering to Ultrawealthy Clients - Barron's
    Cerity Partners Adds $2.4 Billion RIA Catering to Ultrawealthy Clients - Barron's

    Related Questions

    What inspired Justyn Volesko to co-found AJ Wealth?
    How did Justyn Volesko's experience at Goldman Sachs influence his approach at AJ Wealth?
    What are some unique services offered by AJ Wealth?
    How has the merger with Cerity Partners impacted AJ Wealth's operations?
    What specific challenges did Justyn Volesko face while building AJ Wealth?
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    Location

    New York, New York, United States