About Us
Harnessing a breadth of investment experience and innovative technologies
Adon Vanwoerden, CFA
Adon is the Founder and Chief Executive Officer of Macro Edge Advisory Group. Prior to founding the firm, Adon served as Senior Vice President, Investment Strategist at Neuberger Berman. He was responsible for managing client investment portfolios for a Barron’s top-ranked wealth management team, with over $4 billion in assets under management (Barron’s ranking was given on May 10, 2024 based on data from April 1, 2023 to March 31, 2024; this ranking is not indicative of future performance). Prior to that, he was a Quantitative Analyst for the Office of the Chief Investment Officer at Merrill Lynch. He has earned the Chartered Financial Analyst designation, and graduated from Vassar College with a B.A. in economics and political science and a minor in French.
Adon also serves on the Board of Directors for Bridging Access to Care, a nonprofit organization dedicated to providing coordinated health care and supportive services to help individuals, families and communities. He lives in Manhattan with his wife Laura and their dog Lila.
Allen Joseph Kletkin
AJ Kletkin is a Partner and Private Wealth Advisor at Macro Edge Advisory Group, where he works closely with individuals and families on tax-efficient portfolio management, liquidity planning, and advanced wealth strategies. Most recently at Fidelity Investments, AJ developed a particular focus on tax-aware investing and portfolio structuring designed to improve after-tax outcomes for high-income earners and business owners navigating pre- and post-exit liquidity planning.
Before transitioning into wealth management, AJ worked as an institutional sales trader specializing in ETFs and energy derivatives at Royal Bank of Canada and Société Générale.
AJ graduated from Northeastern University with a degree in Economics and recently completed the Certified Financial Planner™ curriculum at New York University as he prepares to sit for the CFP® exam. He lives in Manhattan and spends his time outside of work traveling, staying active, and exploring the city's restaurant scene.
Amy Beth Czulada
Amy is a Client Service Associate and Operations Lead at Macro Edge Advisory Group. She brings more than 15 years of experience managing operations and delivering high-touch client service across a range of professional environments. Most recently, Amy was the Chief of Staff for an independent financial advisory firm, and previously worked with the Colorado Society of CPAs. Across each role, she has consistently focused on elevating the client experience through thoughtful processes, clear communication, and dependable execution.
Amy graduated from Muhlenberg College with a degree in business, concentrating in entrepreneurial studies and a minor in sociology. Born and raised outside of Scranton, Pennsylvania, Amy moved to Colorado in 2013. Outside of work, she enjoys exploring the outdoors, attending comedy shows, concerts, and sports events, exploring art and food festivals, and discovering new restaurants. She brings that same curiosity, energy, and enthusiasm to her work with clients every day.
Leveraging trusted partners to provide clients with leading edge solutions
Adon Vanwoerden is affiliated with the top-ranked Registered Investment Advisor Private Advisor Group (PAG), to provide our clients with the best of both worlds: the dedicated service of an independent investment advisor, backed by the strength of a large-scale wealth management platform. PAG supplies the critical infrastructure — technology, operational support, compliance oversight, and regulatory expertise, which helps power our business. This allows us to focus on what matters most: helping our clients achieve their financial goals.
Private Advisor Group was awarded Investment News’ “Most innovative Use of WealthTech” on June 24, 2025. The award was based on an independent review of technology innovation during the previous year, following a self-nomination submission. No fees were paid to be considered for the award. View the full list of Investment News Awards finalists here.
We utilize both Fidelity Investments and Charles Schwab as our custodians to offer clients flexibility while providing a high level of security, technology, and service in managing their assets. By partnering with two of the largest and trusted names in the industry, we can utilize high quality technology, trading execution, and account management. Clients can rest assured their assets are held with firms known for their strength and commitment to investor protection.
Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients.