Advisor and Portfolio Manager
My name is A.J. Kratz, and I am currently the Portfolio Manager at Telarray. I joined the firm in 2012 as a trader, and in 2016 I transitioned into the Portfolio Manager role. Over the last two years, I have been working more and more directly with clients and am slowly transitioning into an Advisor role. I obtained the CFA charter in 2016 and am currently studying to take the CFP exam in November.
My current duties include conducting investment research, managing your portfolios on a day-to-day basis, and helping you develop financial plans that allow you to reach your long-term goals. My experience studying financial markets and managing portfolios over the last eight years will be a benefit to you as I help design a financial plan and investment portfolio that is right for you.
I live in Lake Cormorant, MS, with my wife Amy and two boys, Britton (7) and Jackson (3). When I am not working, I enjoy spending time with my family, including being involved with Cub Scouts and coaching Little League baseball. GO CARDS!