As an Associate Wealth Manager and Portfolio Specialist at True North, Aaron’s responsibilities include researching and communicating to clients and advisors current and potential investments, providing support to Senior Wealth Advisors, and trading in accounts. Prior to joining True North, Aaron was a Portfolio Manager at Clear Rock Advisors, where he started at the company as an intern in the spring of 2020.

Prior to this role, he interned at BOK Financial as a Wealth Management Summer Intern, Waddell and Reed as a Broker Dealer Intern, and Twin Financial as a Marketing Coordinator Intern. He also served as an Equity Research Analyst at Texas Christian University’s Educational Investment Fund.

In May of 2020, Aaron graduated Magna Cum Laude from TCU’s Neeley School of Business and John V. Roach Honors College. He is also a Chartered Financial Analyst (CFA®) Charterholder and a member of the CFA Society of Dallas/Fort Worth.

In his free time, Aaron enjoys reading, Kansas City sports, listening to music, and spending time with his family.