You're signed outSign in or to get full access.
Ajani Armstrong
Portfolio Analyst at Signature Estate & Investment Advisors LLC
About
Ajani Armstrong is a Portfolio Analyst at Signature Estate & Investment Advisors, LLC (SEIA) in Los Angeles, CA, where he is responsible for supporting the construction, monitoring, and rebalancing of customized investment portfolios for affluent individual and institutional clients. At SEIA, Armstrong assists with research and analysis across a diverse array of asset classes, focusing on public equities, fixed income, and alternative investments as part of SEIA’s holistic investment management process.
Armstrong’s career in financial services includes prior roles as a Financial Services Associate at Prudential Financial and as a Financial Planning Assistant at Ameriprise Financial Services, LLC, where he contributed to client portfolio development, financial plan preparation, and investment account servicing. His multi-faceted experience provides him with hands-on insight into client-focused investment strategies and comprehensive planning.
Holding a Bachelor of Arts in Economics from California State University, Northridge, and an Associate of Arts in Economics from Los Angeles Pierce College, Armstrong leverages his academic and practical expertise to navigate macroeconomic trends and inform portfolio decisions. His work reflects a sector focus on multi-asset allocation, with experience supporting ESG (Environmental, Social, Governance) integration and tailored strategies that align with client values—a hallmark of SEIA’s approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Signature Estate & Investment Advisors, LLC | Portfolio Analyst | May 2024 to Present | Portfolio Associate/Analyst |
| Prudential Financial | Financial Services Associate | Nov 2023 to May 2024 | Financial Services Associate managing pension payments, tax form generation, and participant account updates. Handle 20-40 daily inquiries to ensure retirees’ accounts remain in good standing. |
| Ameriprise Financial Services, LLC | Financial Planning Assistant | Aug 2022 to Dec 2023 | Financial Planning Assistant overseeing client transactions, account management, and insurance data organization. Managed $1MM+ in monthly client inquiries and streamlined insurance data tracking for ... |
Education
California State University, Northridge
Bachelor of Arts - BA, Economics
2022 — 2024
Los Angeles Pierce College
Associate of Arts - AA, Economics
2020 — 2022
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Los Angeles, CA , United States | |
| Partner | Cleveland, OH , United States | |
| Senior Partner | McLean, VA , United States | |
| Partner | Cleveland, OH , United States | |
| Associate | Santa Monica, CA , United States | |
| Senior Partner | Los Angeles, CA , United States | |
| Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
| Partner | Cleveland, OH , United States | |
| Senior Partner | Newport Beach, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Vice President, Investments and Analytics | Lido Advisors, LLC | Santa Monica, CA , United States | |
| Senior Vice President, Senior Portfolio Strategist | Lido Advisors, LLC | CA , United States | |
| Investment Analyst | Everett Harris & Co. /ca/ | Los Angeles, CA , United States | |
C Chris Aprill | Portfolio Manager and Family Office Liaison | Everett Harris & Co. /ca/ | Charlotte, NC , United States |
B Bobby Futch | Sr Business Analyst | Capital Group Private Client Services, Inc. | Helotes, TX , United States |
| Senior Vice President | Capital Group Private Client Services, Inc. | Baltimore, MD , United States | |
| Research Associate | Evoke Wealth, LLC | Los Angeles, CA , United States | |
| Associate | Evoke Wealth, LLC | Los Angeles, CA , United States |