Aaron has been with Main Street Research since 2004, having also served prior as a consultant since 1999. He helps manage and lead the team at our headquarters in Sausalito, California. His duties include overseeing Main Street’s technology systems including our industry leading portfolio management and trading systems, as well as the firm’s cybersecurity, business continuity, and disaster recovery plans. He works closely with our business partners, such as Charles Schwab & Co., to coordinate, develop and enhance client relationships. Additionally, he serves as a Portfolio Manager and Private Client Advisor to a select group of clients.
Aaron is a member of Main Street’s Investment Policy Committee and The Financial Planning Association. He is a graduate of the University of California, Santa Barbara, and the Harvard Business School Online Leadership Principles program.
During his free time, Aaron enjoys both road and mountain biking, scuba diving, traveling with his family, and cheering on the Bay Area sports teams. His favorite novels are The Catcher in the Rye by J.D. Salinger and anything by Dan Brown.