CFA, CAIA, CIPM, FDP
Director, Global Content Development
Aaron provides vision, leadership, and strategic direction for CAIA Association's content agenda and member education programs. He chairs CAIA Association's global editorial board and sits on the organization's content and exams leadership team.
As a practitioner, Aaron served as portfolio manager and oversaw manager research and portfolio construction efforts for high net worth individuals and institutional retirement plans. As an academic, his work has been published by Oxford University Press and The Journal of Investing, and covers topics such as ESG/sustainable investing, liquid alternatives, commodities, and asset pricing/factor investing. He is a frequent writer and speaker on these topics.
Aaron earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. His holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), Financial Data Professional (FDP) designations, as well as the CFA Institute's Certificate in ESG Investing. He is a Past President of CFA Society Columbus and serves on the CFA Society Philadelphia Programs Committee. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.