“The complexity of financial markets fascinates me. I enjoy learning about the variety of investment types and niche asset classes.”
As a member of the Highland research team, Aaron examines anything that can both inform our advisors and their clients and improve investment outcomes—everything from investment manager research to portfolio theory, fund manager due diligence and customized research projects.
“If you want to have a better performance than the crowd, you must do things differently from the crowd.”
Sir John Templeton
Aaron is the kind of guy to nose around, kick the tires, and see if an opportunity is all it purports to be. This might explain why he’d like to climb UNESCO’s World Heritage site, Mount Fuji. The Japanese have a saying: “A wise man will climb Mount Fuji once, a fool will climb twice.” So if Aaron endeavors a climb and plants the Highland banner at the top, we may re-create the Highland logo in his honor.
- 6 years with Highland
- BS, Case Western Reserve University
- MS, Case Western Reserve University
- CFA® Charterholder
- CFA Institute
- CFA Society of Cleveland
- CAIA Charterholder