Aaron is a Senior Investment Strategist at True North Advisors, where he partners with advisors and clients to deliver portfolio insights, investment solutions, and market perspectives. In his role, Aaron focuses on developing and communicating investment strategy, supporting complex client situations, and advancing the firm’s investment platform through scalable, advisor-focused tools and resources.  

He works closely with advisors across the firm to provide guidance on portfolio construction, manager selection, and macroeconomic trends, while also contributing to investment content including market commentary, webinars, and client-facing materials.  

Prior to joining True North, Aaron was a Portfolio Manager at Clear Rock Advisors, where he began as an intern in 2020 and progressed into a portfolio management role. Earlier in his career, he gained experience through internships at BOK Financial, Waddell & Reed, and Twin Financial, and served as an Equity Research Analyst for Texas Christian University’s Educational Investment Fund.  

Aaron graduated magna cum laude from Texas Christian University’s Neeley School of Business and John V. Roach Honors College. He is a CFA® charterholder and a member of the CFA Society of Dallas/Fort Worth.  

Outside of work, Aaron enjoys reading, Kansas City sports, playing guitar, and spending time with family.