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AOG Wealth Management Promotes Aaron Rosen To Chief Investment Officer of AOG Institutional Fund (AOGFX)

RESTON, VA, USA, May 30, 2024 / — AOG Wealth Management, the Advisor for AOG Institutional Fund and a leading financial services firm located in Reston, VA, is pleased to announce the promotion of Aaron Rosen to Chief Investment Officer (CIO). In this role, Aaron Rosen will oversee the strategic direction and asset management of AOG Institutional Fund’s investment portfolio, seeking to drive growth and maximize risk-adjusted returns for its investors.

With nearly 20 years of experience in asset management, constructing and managing investment portfolios and funds, and a proven track record, Aaron Rosen brings a wealth of expertise to the AOG Institutional Fund. Throughout his tenure as a Portfolio Manager, he has consistently demonstrated exceptional leadership, delivering strong investment results and fostering valuable relationships and new opportunities.

"I am honored to take on the role of Chief Investment Officer at AOG Institutional Fund," said Aaron Rosen. "I am excited to lead our talented team of investment professionals and continue our commitment to delivering superior performance and bringing exclusive institutional investment access to our investors."

Aaron Rosen joined AOG Wealth Management in 2022 and has played a pivotal role in driving the success of the firm’s investment strategies. As CIO, he will be responsible for setting investment objectives, managing risk, and implementing innovative investment solutions to meet the evolving needs of clients in today’s dynamic market environment.

“We are thrilled to appoint Aaron Rosen as Chief Investment Officer,” said Frederick Baerenz, President & CEO of AOG Wealth Management, Advisor for the AOG Institutional Fund. “With his extensive experience and deep understanding of the financial markets, he is uniquely qualified to lead our investment team and drive our continued growth and success.”

Aaron graduated magna cum laude from the Honors Program of Boston University School of Management with a BSBA in Finance and a minor in Economics. He is a Chartered Financial Analyst CFA®. He also serves part-time on several external advisory board roles and is a frequent speaker and panelist at various conferences and events.

Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.