Aaron Rosen, Cfa

Aaron Rosen, Cfa Email and Phone Number

Chief Investment Officer @ AOG Institutional Fund (AOGFX)
San Diego, CA, US
Aaron Rosen, Cfa's Location
San Diego, California, United States, United States
Aaron Rosen, Cfa's Contact Details
About Aaron Rosen, Cfa

Aaron Rosen, Cfa is a Chief Investment Officer at AOG Institutional Fund (AOGFX). He possess expertise in alternative investments, investments, financial modeling, investment management, portfolio management and 17 more skills. Colleagues describe him as "Aaron has been strategic in several key areas during the growth and development of Maestro, constantly working to make every introduction possible during our business development initiatives and the fund raising process. Aaron has worked side by side with the other executives and co-founders of Maestro during the product development stages providing key research and important insight into the minds of Maestro's target market. He has successfully directed several strategy sessions based on this research, and managed some key relationships for the company. Aaron has a passion and exuberance for life that helps guide his daily decisions, including his continued dedication to Maestro and motivation to make the company a huge success. He is a solid team player and is willing to make the necessary sacrifices to achieve his goals. Over the years, he has developed a great group of friends, many of which I have met and have truly enjoyed getting to know. Since we started to work together, we have become great friends as well."

Aaron Rosen, Cfa's Current Company Details
AOG Institutional Fund (AOGFX)

Aog Institutional Fund (Aogfx)

View
Chief Investment Officer
San Diego, CA, US
Aaron Rosen, Cfa Work Experience Details
  • Aog Institutional Fund (Aogfx)
    Chief Investment Officer
    Aog Institutional Fund (Aogfx)
    San Diego, Ca, Us
  • Aog Institutional Fund (Aogfx)
    Chief Investment Officer
    Aog Institutional Fund (Aogfx) May 2024 - Present
  • Aog Institutional Diversified Fund (Aogfx)
    Portfolio Manager
    Aog Institutional Diversified Fund (Aogfx) Apr 2023 - Present
  • Copia Wealth Studios
    Principal
    Copia Wealth Studios Aug 2021 - Apr 2023
    San Diego, California, United States
  • Sky And Ray Family Office
    Director
    Sky And Ray Family Office Aug 2021 - Apr 2023
    San Diego, California, United States
  • Validus Growth Investors, Llc
    Portfolio Manager; Managing Director
    Validus Growth Investors, Llc Nov 2014 - Aug 2021
    San Diego, Ca
  • Lucia Capital Group
    Director Of Due Diligence
    Lucia Capital Group 2014 - 2016
    Greater San Diego Area
  • Aig Advisor Group
    Senior Alternative Investment Analyst
    Aig Advisor Group Sep 2012 - Nov 2014
    Atlanta, Ga
  • United Way Of Metropolitan Atlanta
    Consultant (Pro Bono Basis)
    United Way Of Metropolitan Atlanta Feb 2012 - Sep 2012
    Greater Atlanta Area
  • Irongate Capital Management, Llc
    Senior Analyst
    Irongate Capital Management, Llc Jun 2010 - Sep 2011
    Extensive range of investment management services, research and allocation decisions on both current and potential investments for a high net worth family office.
  • Icp Hedge Fund
    Risk Manager
    Icp Hedge Fund Jul 2008 - Jun 2010
    Risk metric analysis and alpha maximization on an evolving alternative investment portfolio.
  • Maestro
    Director; Social Media Development, Business Development
    Maestro Aug 2006 - Jul 2009
    One of four members of a startup digital media and technology company; responsible for nearly all aspects of raising capital, business model creation, physical layout and design of website and ongoing analysis of industry data and trends.
  • Lcg Associates
    Investment Analyst
    Lcg Associates Jul 2005 - Aug 2006
    Analysis and performance attribution on a broad base of various asset strategy types to provide asset allocation and investment planning services to institutional clients.

Aaron Rosen, Cfa Skills

Alternative Investments Investments Financial Modeling Investment Management Portfolio Management Asset Allocation Analysis Hedge Funds Strategy Valuation Start Ups Due Diligence Quantitative Analytics Investment Strategies Fixed Income Competitive Analysis Performance Attribution Equity Trading Tactical Asset Allocation Qualitative Research Entrepreneurship Asset Management

Aaron Rosen, Cfa Education Details

Frequently Asked Questions about Aaron Rosen, Cfa

What company does Aaron Rosen, Cfa work for?

Aaron Rosen, Cfa works for Aog Institutional Fund (Aogfx)

What is Aaron Rosen, Cfa's role at the current company?

Aaron Rosen, Cfa's current role is Chief Investment Officer.

What is Aaron Rosen, Cfa's email address?

Aaron Rosen, Cfa's email address is aa****@****ail.com

What is Aaron Rosen, Cfa's direct phone number?

Aaron Rosen, Cfa's direct phone number is +140490*****

What schools did Aaron Rosen, Cfa attend?

Aaron Rosen, Cfa attended Boston University, Boston University - School Of Management.

What are some of Aaron Rosen, Cfa's interests?

Aaron Rosen, Cfa has interest in Internet Technologies, Skiing, Digital Media, Investing, International Economics, Poker, Sports.

What skills is Aaron Rosen, Cfa known for?

Aaron Rosen, Cfa has skills like Alternative Investments, Investments, Financial Modeling, Investment Management, Portfolio Management, Asset Allocation, Analysis, Hedge Funds, Strategy, Valuation, Start Ups, Due Diligence.

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