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Aaron Ward, CFA®

Aaron Ward, CFA®

Principal

  • Berkley, MI
  • Sapiens | The Godfather
  • A good leader takes a little more than his share of the blame, a little less than his share of the credit.
  • Humility, determination, and integrity

Financial Advisors

Aaron Ward is an institutional advisor based in Chicago, IL.

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.

Education

  • Bachelor of Arts degree in economics from Michigan State University

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • CFA® Institute
  • CFA® Society of Chicago
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