Experience 31 Years
Aaron is a portfolio manager for GW&K’s all-cap and dividend-focused strategies and is a member of the firm’s Investment Committee. Overseeing two of GW&K’s original equity strategies, Aaron applies his rigorous fundamental analysis to seek out high quality businesses across the market cap spectrum to help clients meet their personal goals for income and growth.
Aaron started in the industry as an analyst and has had portfolio management responsibilities since 1998. Previously, he was a principal and portfolio manager at Tetrem Capital Management with responsibility for U.S. Value and U.S. Dividend mandates as well as a Canadian Dividend Fund. He also managed flagship portfolios at Morgan Stanley Investment Management and Pioneer Investments. His portfolio management experience has been wide ranging. In addition to his focus on dividend strategies throughout his career, Aaron has managed portfolios across the market cap spectrum, both growth and value disciplines, and some mandates that invested outside of the U.S.
Aaron received a BA in Economics from Trinity College. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.
Investing is a humbling business which can challenge your confidence at times. Knowing that I have unconditional support from senior management frees up mental bandwidth to do my job effectively, and creates a positive feedback loop for the culture. As such, we have great people that are all on the same page and working together towards common goals, rather than pursuing personal agendas.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article