Contact
8+
Years of
Experience
Aaron Wall
team page

Aaron Wall

CFA

Partner, Portfolio Manager

Washington, D.C.

Aaron Wall linkedin page

202.571.5792

Responsibility

With his investment experience, Aaron works as part of the Investment Team where he helps clients construct investment portfolios that meet their long-term goals while optimizing their risk. Aaron has experience managing portfolios across all major asset classes and uses this expertise to research new ideas, implement current strategic thinking, and communicate with clients.

Prior
Positions

  • 7 years at Bank of America Private Bank (and U.S. Trust) as a Senior Vice President and Portfolio Manager

Credentials

  • Aaron holds the Chartered Financial Analyst® designation
  • B.S., Finance, Perdue School of Business at Salisbury University

Personal
Profile

  • Member of the Washington DC CFA Society
Aaron resides with his fiancée in Washington D.C. As evidenced by his dog Oshie, Aaron is an avid D.C. sports fan and can be found supporting local teams across the city.

In the summer, Aaron enjoys spending time on the Eastern Shore of Maryland, or the Delaware beaches. He is committed to continuing to learn how to play golf. During winter months, Aaron is an avid skier and enjoys exploring new resorts across the world.

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