Aaron assists with trade implementation and monitoring and rebalancing client portfolios. He also manages capital calls and supports proposal preparation.
Prior to joining Heritage, Aaron worked as a financial advisor. He earned his B.S. in Business Administration with a major in finance from Slippery Rock University. Aaron holds the Series 7 and Series 66 securities licenses and is working towards the Chartered Financial Analyst (CFA®) designation.
Aaron lives in Pittsburgh, PA, with his wife, Nicole, and dogs, Sophie and CiCi. He enjoys listening to podcasts and playing fantasy football.