Aaron Edwards

Aaron Edwards Email and Phone Number

Managing Director at New Age Alpha crafting investor-centric AI powered investment solutions @ New Age Alpha
Aaron Edwards's Location
Dallas-Fort Worth Metroplex, United States, United States
Aaron Edwards's Contact Details

Aaron Edwards personal email

n/a

Aaron Edwards phone numbers

About Aaron Edwards

Leading the southern U.S. distribution and broker/dealer engagements at New Age Alpha, my role is pivotal in offering innovative, investor-centric index solutions. Our team collaborates to craft customized financial products, merging active management potential with a systematic approach that lead to optimized investment strategies.Reflecting on my recent tenure at Clear Sky Advisers, we achieved remarkable AUM growth by leveraging my competencies in retirement planning and asset management. This success sets a precedent for my current mission: to elevate New Age Alpha's presence and forge strong partnerships, delivering AI-powered investment solutions that meet and exceed our clients' expectations.

Aaron Edwards's Current Company Details
New Age Alpha

New Age Alpha

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Managing Director at New Age Alpha crafting investor-centric AI powered investment solutions
Aaron Edwards Work Experience Details
  • New Age Alpha
    Managing Director
    New Age Alpha Dec 2024 - Present
    Rye, New York, Us
    I manage distribution and B/D relationships for all channels in southern US. New Age Alpha offers indexes built to create a wide range of investable financial products as well as pre-constructed mutual fund and SMA portfolios. Our approach to index construction is investor-centric. By merging the alpha potential of active management with the benefits of a rules-based process, we offer investors alpha-seeking indexes across equity, fixed income, and multi-asset. We also offer the opportunity to collaborate with us in crafting a customized index solution tailored precisely to your requirements.
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  • Clear Sky Advisers
    Managing Director
    Clear Sky Advisers May 2022 - Dec 2024
    New York, New York, Us
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  • First Trust
    Vice President
    First Trust Dec 2019 - May 2022
    Wheaton, Illinois, Us
    Was in top 10 for all ETF wholesalers at First Trust for asset growth during my tenure. Tripled AUM for FT ETFs in territory in only 2 years. Responsible for taking a $350MM AUM territory - at time of hire - to an AUM of approximately $1.2BB at my departure.
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  • Guggenheim Partners Investment Management Llc
    Vice President
    Guggenheim Partners Investment Management Llc Nov 2012 - Dec 2019
    Responsible for territory annual sales growth from $10mm/yr to $600+mm/yr. Total territory AUM went from $50MM to over $2BB under my tenure. Top 3 in sales throughout the organizationResponsible for continued asset growth of Guggenheim Investments and Transparent Value Equity
  • Sun Life Financial
    Regional Vice President
    Sun Life Financial Mar 2009 - Nov 2012
    Oo
    Currently top 3 in Wirehouse Sales YTD and top 5 in the FirmTook regional territory from a bottom quartile territory to a top 5 Wirehouse Territory for the year 2009 in 9 monthsSun Council Member for 2009 and 2010 - comprised of the top 15 sales professionals and management Helped mentor ISC into the newly developed "Top Gun" programHelped develop all new program that targets and tracks large non-annuity producers with content that is very specific. This process was designed to meet the unique needs of financial advisors that manage $150mm+ and focuses on developing simplified retirement income planning and pension strategies for high net worth individuals.
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  • Lincoln Financial Group
    Regional Marketing Director
    Lincoln Financial Group Mar 2004 - Mar 2009
    Radnor, Pa, Us
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  • Lincoln Financial Group
    Senior Regional Marketing Director
    Lincoln Financial Group Feb 2004 - Mar 2009
    Radnor, Pa, Us
    Leaders Club (2005 to 2008) Responsible for: Sharing ideas that drive business in my territory with others across the country#1 Sales in Wire Channel for Nation in 2005#2 Sales in Wire Channel for Nation in 2006 and 2007 (average increase 20% YOY)Top 3 in the Nation in New Producers 2005, 2006, 2007
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  • Morgan Stanley
    Regional Vice President
    Morgan Stanley Jan 2002 - Mar 2004
    New York, Ny, Us
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  • Morgan Stanley
    Regional Vice President
    Morgan Stanley May 2002 - Feb 2004
    New York, Ny, Us
    Increased sales in separately managed account business by over 100% in 2003 (leads Southwest region and top 5 in the firm) Responsible for driving sales in all affiliated product areas: 1) mutual funds, 2)variable annuities, 3)separately managed accounts, 4) "wrap" products Responsible for implementing a Consultative Sales Approach with brokers to aid in the conversion from transactional to more fee based business
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  • Federated Investors, Inc
    Vice President
    Federated Investors, Inc Jan 2001 - May 2002
    Tripled sales in region from previous years numbers in both mutual funds and Triple Crown Variable Annuity products Member of the Chairman's Club 2002 Comprised of top wholesalers in the company based on production Responsibilities include developing new "value added" platforms and helping other wholesalers develop successful territories Rookie of the
  • Kampen Investments
    Internal Sales Consultant
    Kampen Investments Jan 2000 - Jan 2001
    Raised firm record for territory ($500+ million) and was in the top 5 of all statistical sales categories including doubling the region's sales goal for 2000 Responsible for raising sales goals in Prudential and Paine Webber from 86% and 69% respectively, to each over 150% to goal for the year 2000
  • Janus Mutual Funds
    Investor Service Representative
    Janus Mutual Funds Jan 1999 - Jan 2000
    Responsible for retention and acquisition of assets

Aaron Edwards Skills

Mutual Funds Retirement Planning Series 63 Series 7 Investments Fixed Annuities Asset Allocation Wealth Management Alternative Investments Retirement Series 65 Fixed Income Strategies Fixed Income Analysis Interest Rate Risk Management Securities Financial Advisory Financial Planning Asset Management Finance Financial Services 401k Investment Advisory Sales Public Speaking

Aaron Edwards Education Details

  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Finance
  • The University Of Texas At Austin
    The University Of Texas At Austin
    General

Frequently Asked Questions about Aaron Edwards

What company does Aaron Edwards work for?

Aaron Edwards works for New Age Alpha

What is Aaron Edwards's role at the current company?

Aaron Edwards's current role is Managing Director at New Age Alpha crafting investor-centric AI powered investment solutions.

What is Aaron Edwards's email address?

Aaron Edwards's email address is aa****@****bal.net

What is Aaron Edwards's direct phone number?

Aaron Edwards's direct phone number is +131057*****

What schools did Aaron Edwards attend?

Aaron Edwards attended Texas Mccombs School Of Business, The University Of Texas At Austin.

What skills is Aaron Edwards known for?

Aaron Edwards has skills like Mutual Funds, Retirement Planning, Series 63, Series 7, Investments, Fixed Annuities, Asset Allocation, Wealth Management, Alternative Investments, Retirement, Series 65, Fixed Income Strategies.

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