Aaron is the Portfolio Manager at Tarbox, where he supports the firm’s wealth advisors in providing customized portfolio management services and solutions to clients. He is responsible for portfolio construction, trading, risk management, and investment analysis and is a member of the Tarbox Investment Committee.
Prior to his role at Tarbox, Aaron was a portfolio manager at United Capital Financial Advisers and Westport Resources Investment Management where he designed and managed multi-asset investment portfolios for institutional and high-net worth clients.
Aaron is admitted to the New York State Bar and holds the Chartered Financial Analyst (CFA) designation. After graduating with a double major in Philosophy and Religion from Bucknell University in 2009, Aaron earned a Juris Doctor from The George Washington University Law School and a Master of Business Administration from The George Washington University School of Business. Aaron is a member of the CFA Society of Orange County.
Times he watched Lord of the Rings: The Fellowship of the Ring in theatres
Years he has played the guitar
“The Signal and the Noise” by Nate Silver. In today’s data-driven world, understanding how biases and errors influence our predictions is essential for navigating both our personal and professional lives.
Times he has seen Hamilton (though he has listened to it closer to 300 times)