Aaron is a fifteen-year industry veteran who has served in senior roles at several asset and investment management firms, including co-managing a 1940 Investment Company Act-Registered Fund focused on Alternative Assets.

Aaron graduated magna cum laude from the Honors Program of Boston University with a BSBA in Finance and minor in Economics. He is a CFA® Charterholder and currently holds his Series 7, 63 and previously held his Series 65 securities registrations. He also serves on several external advisory and board roles and is a frequent speaker and panelist at various conferences and events.

AOG Wealth Management CEO, Fred Baerenz stated “we are delighted to welcome Aaron to our management team as Portfolio Manager. His demonstrated track record of selecting high quality assets, particularly in Real Estate, Private Credit and Private Equity make him a perfect fit for our due diligence team and investment committee.” His assistance will be crucial as we seek to attain our next level of growth and development managing this Fund.”

Aaron noted “I have known Fred Baerenz and Jim Ortlip for many years and have watched their development of AOGFX very closely and with great interest. I believe there is a substantial need for higher-end, institutional alternative investment access in the non-institutional investor universe. I am thrilled to be joining their management team and expanding this efficiently-structured opportunity for an underserved community.