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.”