Aidan Forbes Email & Phone Number
Who is Aidan Forbes? Overview
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Aidan Forbes is listed as Incoming 2026 Equity Research Analyst at William Blair, based in Bay Shore, New York, United States. AeroLeads shows a matched LinkedIn profile for Aidan Forbes.
Aidan Forbes previously worked as Wealth Management Intern at Kuttin Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Equity Research Analyst at Knall-Cohen Fund - Indiana University. Aidan Forbes holds Bachelor'S Degree, Finance, Sophomore from Indiana University - Kelley School Of Business.
Email format at William Blair
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About Aidan Forbes
Dedicated and forward-thinking, I am a sophomore at Indiana University's Kelley School of Business pursuing a major in Finance with a co-major of Business Analytics. I'm excited to combine my analytical skills with a deep understanding of financial markets. My coursework and experiences have honed my ability to approach complex financial challenges with creativity and precision. I've had the privilege of interning at Westport Corporation, where I assisted in crucial finance operations and honed my proficiency in Excel and financial forecasting. Additionally, my role at Sotheby's Real Estate allowed me to spearhead marketing initiatives targeted towards a dynamic, millennial audience.Whether on the tennis court as a team captain or within the Future Business Leaders of America, I thrive in collaborative environments. I've led successful fundraising efforts and mentored incoming students, emphasizing the importance of teamwork and leadership. With a keen interest in mutual and hedge funds, I’m eager to apply my skills in roles that demand a strategic approach to finance. Lastly, I'm enthusiastic about connecting with like-minded professionals, mentors, and opportunities that align with my career trajectory. Interests: Golf, Golden Retrievers, New York Giants, Austria
Aidan Forbes's current company
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Aidan Forbes work experience
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Wealth Management Intern
Equity Research Analyst
- One of 40 faculty-selected students for a program meant to replicate the functions of a sell-side equity research analyst by developing skills in fundamental security analysis, modeling, and valuation- Co-leading coverage of the Consumer Discretionary sector (Beverage Subsector) for a $295,000 investment portfolio
Member
Finance-Admin Intern
- Assisted in the accounting department with excel sales reports and budget forecasting.- Aided in the AP department with invoicing. - Helped in the customer service department with order fulfilment.
Aidan Forbes education
Bachelor'S Degree, Finance, Sophomore
13 Advanced Placement Courses, Ap Scholar With Honors 2021, 2022 & 2023, Dean'S List 2022, 2023
Frequently asked questions about Aidan Forbes
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What company does Aidan Forbes work for?
Aidan Forbes works for William Blair.
What is Aidan Forbes's role at William Blair?
Aidan Forbes is listed as Incoming 2026 Equity Research Analyst at William Blair.
Where is Aidan Forbes based?
Aidan Forbes is based in Bay Shore, New York, United States while working with William Blair.
What companies has Aidan Forbes worked for?
Aidan Forbes has worked for William Blair, Kuttin Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, Knall-Cohen Fund - Indiana University, Portfolio Management Club, and Westport Corp.
How can I contact Aidan Forbes?
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What schools did Aidan Forbes attend?
Aidan Forbes holds Bachelor'S Degree, Finance, Sophomore from Indiana University - Kelley School Of Business.
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