Aaron Rosen, CFA®
Aaron Rosen is the Portfolio Manager for AOG Institutional Fund (AOGFX). He has more than 15 years of financial industry experience in an extensive range of investment management services, including portfolio management and security selection, as well as due diligence, research, trading and sourcing of investments. Aaron specializes in private investments and other illiquid securities, with additional knowledge in public equities, mutual funds, and options trading.
Previously, Aaron served as Director & Principal, applying his financial and investment industry expertise to both the Sky & Ray Family Office and Copia Wealth Studios platform. Prior to that, he was a Managing Director and Portfolio Manager for Validus Growth Investors, LLC, a boutique investment management firm. There, he spent extensive time institutionalizing and managing a 1940 Investment Company Act-Registered Interval Fund focused on illiquid alternatives. Prior to Validus, he provided research and asset allocation services in senior analyst roles at a broker dealer, a family office, and a hedge fund, as well as serving as a co-founder of a digital media startup company.
Aaron graduated magna cum laude from the Honors Program of Boston University with a BSBA in Finance and minor in Economics. He is a Chartered Financial Analyst CFA® and holds an IAR registration with AOG and previously held 7, 63 securities registrations. He also serves part-time on several external advisory and board roles and is a frequent speaker and panelist at various conferences and events.
Outside of AOG, Aaron resides in southern California with his girlfriend and dog. He spends as much of his free time outdoors as he can, and is an avid professional sports fan, with strong allegiances to the New England sports teams he grew up watching.