2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Principal
As a principal, Aaron is responsible for providing investment advisory services to clients focusing on corporate retirement plans, endowments, foundations, and family offices. He aims to enrich lives through sound investment advice. Aaron helps clients reach their financial goals with disciplined strategies and unwavering commitment to service.
Aaron joined CAPTRUST in 2021 from Ellwood Associates—a comprehensive financial services firm. As managing director of consulting, Aaron served on the firm’s management committee, responsible for overseeing Ellwood’s consulting practice and the growth of the firm’s practice areas.
Prior to Aaron’s promotion to Ellwood’s management committee, he worked as the head of Ellwood’s private equity research team. Aaron received his Bachelor of Arts degree in economics from Michigan State University in East Lansing, Michigan.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
5 months ago
The third quarter of 2022 saw rising inflation and recession...
8 months ago
After three remarkable years of outsized returns in the stock...
11 months ago
Rising inflation, the specter of higher interest rates, and the...