www.pantelesadvisors.com* Aaron is a Co-Founder and Advisor with Panteles Advisors, LLC. He brings 20+ years of experience in the financial services industry garnered by working for some of the most cutting edge and largest fintech and asset management firms in the world, to help provide custom solutions to select families.* Panteles = "completely"/"fully". We focus on providing solutions that take into account our clients "complete" financial picture across their total wealth and family interests; not just their liquid securities. These solutions are customized from single family office strategies for a select number of families.
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Co-Founder, AdvisorPanteles Advisors Dec 2022 - PresentDenton, Texas, United StatesPanteles Advisors, LLC provides custom family office solutions for select families. -
Consultant To Advisors & Professional Buyers - Institutional Team At Hartford Funds / EtfsHartford Funds May 2018 - Dec 2022Dallas/Fort Worth AreaConsultant to fiduciary advisors and professional buyers, including RIAs, Aggregators, Family Offices, ETF Strategists, Bank and Independent Trust Companies. -
Vice PresidentJpmorgan Chase & Co. May 2009 - Apr 2018Client Advisor for Institutional Advisor Channel. -
RvpRydex Investments 2001 - 2009Consulted on traditional and alternative investment solutions within wirehouses, regional BD's, financial institutions, independent financial planners and registered investment advisors. Solutions included: Open-ended mutual funds, ETFs and variable trusts within traditional equity and fixed income asset classes, multi-strategy absolute return, long/short, and managed futures vehicles. -
Non-Commissioned OfficerMarine Corps Recruiting Jun 1994 - Mar 2002Wire Chief / 6512, Field Wireman -
Inside Sales RepresentativeThomson Financial Feb 2000 - Sep 2001Rockville, Maryland, United StatesManaged relationships with home offices of broker dealers and mutual fund companies. Facilitated phone and in-person training for prospective and new clients.
Aaron Junk, Cima® Education Details
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Certified Investment Management Analyst Program
Frequently Asked Questions about Aaron Junk, Cima®
What company does Aaron Junk, Cima® work for?
Aaron Junk, Cima® works for Panteles Advisors
What is Aaron Junk, Cima®'s role at the current company?
Aaron Junk, Cima®'s current role is Partner, Advisor.
What schools did Aaron Junk, Cima® attend?
Aaron Junk, Cima® attended Maryville University Of Saint Louis, The Wharton School, East Central College.
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