Aligning portfolios with client objectives and making markets simpler to understand are two things Aaron is incredibly passionate about. Aaron leads Waldron’s investment team, driving the organization’s investment research, portfolio management, and implementation. Aaron has benefited from a diverse portfolio of experiences over the tenure of his career.
Prior to Waldron, he was a member of the executive leadership team at CAIA Association, the professional body and credentialing organization for the alternative investments industry. He was charged with stewarding the organization and leading a team focused on industry research and thought leadership, marketing and brand, and member engagement. Aaron developed and led what became a core educational offering at CAIA, known as CAIA.nxt, which was focused on educating wealth management professionals on alternative investments.
Prior to CAIA, Aaron started his career working for an RIA, where he focused his efforts on portfolio management, investment research, and client education. He holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He has been a frequent speaker and writer on topics related to investment strategy, industry trends, and capital markets, and has been quoted in multiple media outlets, such as The Wall Street Journal, Institutional Investor, and WealthManagement, as well as industry publications, such as The Journal of Investing, The Journal of Alternative Investments, The Journal of Private Markets Investing, and Investment & Wealth Review.
Aaron and his wife, Andrea, live in South Jersey, where they enjoy listening to lots of good music, going to the movies, reading, and traveling.