- BS in Finance, Santa Clara University
Aaron provides comprehensive investment and planning advice to individual and institutional clients. Prior to joining the firm, Aaron worked for PricewaterhouseCoopers LLP as a manager in the Private Client Services group, where he gained extensive experience in working through complex business and tax planning issues. His clients were privately held businesses owners, officers of corporate parents, board members, venture capital and private equity investors.
Aaron lives in Albany with his family.