Aaron Filbeck, CFA, CAIA, CFP, CIPM, FDP, Chapter Executive

Senior Director of Investments, Waldron Private Wealth

Aaron Filbeck, CFA, CAIA, CFP, CIPM, FDP, Chapter Executive

Senior Director of Investments, Waldron Private Wealth

Before Waldron, he spent over seven years at CAIA Association, the professional body for the alternative investments industry. He founded and led CAIA.nxt™, a platform delivering alternative investment education to the wealth management community, and went on to join the executive leadership team, where he led a global and senior team spanning industry research, thought leadership, brand positioning, and member engagement. As a global ambassador, Aaron worked directly with CIOs, allocators, and advisors on topics around portfolio construction, private markets integration, and market trends.

Aaron serves on multiple advisory boards and holds leadership roles with CFA Society Philadelphia, where he’s Vice President, and CAIA Pennsylvania, as a Chapter Executive. He is a frequent speaker and writer on investment strategy, industry trends, and capital markets, and his commentary has been sought out and quoted by financial media, industry publications, and professional organizations.