Aaron Bayne, MA, APMA™, AAMS®

Portfolio Specialist

Experience & Expertise

Aaron is a Portfolio Specialist in the firm’s Private Client Group and is Series 65 licensed. His main focuses are investment performance reporting, Private Client billing, portfolio data management, and assisting with portfolio trading. Before joining the Private Client Group in 2021 as a Client Service Specialist, Aaron worked in investment banking operations and private banking.

Get Better Acquainted With Aaron

Favorite Thing About Working With Clients

“Seeing the direct result of how great customer service can turn around a client’s overall day.”

My Philosophy On Client Service

“Be kind, patient, and caring; and understand that clients may all have different viewpoints, ideologies and/or timelines than your own.”

Location
Maryland New Jersey Pennsylvania 
Contact
Education Awards Recognition
B.S. in Economics from Towson University
M.A. in Music Business from Berklee College of Music
Series 65 Licensed
Life Insurance Producer
Accredited Asset Management Specialist (AAMS®)
Accredited Portfolio Management Advisor (APMA™)
Hometown
Annapolis, MD
Alma Mater
Towson University
Interests
Working out with friends
Performing a capella music
Watching anime
Music management
Favorite Greenspring Value
Own Your Stuff
What I Love About Greenspring

“The people at Greenspring are all kind, intelligent, and want the best for both their colleagues and their clients. It is humbling to work with such motivated people that have an internal drive to help others.”

Recent Insights

Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights

I Am Sitting On Cash, Should I Wait For the Next Market Crash To Invest?

This question is pretty common amongst our clients we meet with. They may have built up cash over time, sold a real estate property, or inherited money. Whatever the reason, they find themselves sitting on cash and are fearful of investing it in the stock market.
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Greenspring News

2021 Greenspring Grant Recipients Announced

This year, the Greenspring Grant Committee awarded a total of $50,000 to five organizations committed to addressing workforce and economic development.
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Christian Stanley, CRPS®, AIF® Appointed Partner

Greenspring Advisors appoints Christian Stanley to Partner.
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