As a member of the Leadership Team at CAIA Association, Aaron partners with asset managers, institutional investors, and wealth managers to distill advanced investment concepts into real-world frameworks. With his prior experience in high-net-worth investment strategy and portfolio management, he brings thought leadership, industry context, and practical implementation to a global community of investment professionals.
Aaron has served in multiple roles at CAIA Association across its educational programs and content development initiatives. Previously, Aaron founded what is now CAIA.nxt™, an online learning platform that educates stakeholders across the industry on alternative investments.
A frequent speaker and writer, Aaron regularly contributes to CAIA’s educational programs, is frequently sought by media outlets, and has been published in various journals, books, and articles. Before joining CAIA Association, Aaron’s career was spent in private wealth management, where he focused on investment strategy, portfolio management, and manager selection for high-net-worth investors.
Aaron earned both his B.S. with distinction in Finance and his Master of Finance from Penn State University, where he also serves as an adjunct professor and advisory board member. He holds the CAIA, CFA, CIPM, and FDP designations and is a CERTIFIED FINANCIAL PLANNER™ professional. He is Past President of CFA Society Columbus and serves as Vice President of CFA Society Philadelphia.