Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer

Experience & Expertise

Aaron Tawil is a Partner & Chief Operating Officer and serves as Greenspring’s Chief
Compliance Officer as well. Aaron is responsible for assisting with the oversight of both
day-to-day management and administration of regulatory compliance policies and
procedures. Although Aaron is a member of Greenspring’s operations team, he has a
deep understanding of the advisory business, having worked in financial services his
entire career. Over time he developed a passion for helping others with their personal
finance and financial planning needs, which made it a natural fit to join the Greenspring
team.

Prior to joining Greenspring, Aaron spent fifteen years in a similar operating role in the
hedge-fund industry. Most recently as Chief Financial Officer and Chief Compliance
Officer of Clearfield Capital, a long/short equity hedge fund, he built its infrastructure
pre-launch and managed all non-investment operations of the firm. Prior to that, he held
the positions of Chief Financial Officer, Chief Compliance Officer, and Chief Operating
Officer at two other hedge funds, developing his broad understanding of
financial-services operations. Early in his career, he worked at Merrill Lynch and Credit
Suisse in equity-linked product-management capacities, and at Donaldson, Lufkin &
Jenrette in several accounting, finance, and operations positions.

Aaron earned a Bachelor of Science in business administration from the State University
New York College at Oneonta, and an MBA in Finance from St. John’s University. He
lives in Port Washington, New York, with his wife, Vanessa, and their two sons. Outside
of the office, Aaron enjoys cycling, running, and spending time with family and friends.

Favorite Thing About Working With Clients

“Although I do not work with clients directly in my role, what I love most about our
business is having a positive impact in people’s lives.”

My Philosophy On Client Service

“I recommend reading the book Unreasonable Hospitality.”

New York 
B.S. in Business Economics
MBA in Finance
CERTIFIED FINANCIAL PLANNER®
Port Washington, NY
State University of New York at Oneonta
Local Port Washington community groups, Organizations that work with dogs, Organizations that work with early childhood education
Cycling
Hiking
Fitness
Have a bias towards action
What I Love about Greenspring

Everyone lives the core values each and every day and if someone doesn’t, we have an environment of transparency to help guide them along.

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