Aaron M. Stern

Partner – Portfolio Manager

Aaron is responsible for the coordination of the firm’s research and risk management processes and is our primary equity trader. He is responsible for the firm’s in-house investment research as well as management of our outside research partner’s analyses. In addition, Aaron handles the bulk of our Active Risk Management process, which includes asset allocation, sector management and stop-loss management.

Aaron also takes the lead role regarding Main Street’s technology systems including real-time securities pricing, automated trading, WWW systems and the firm’s business continuity and disaster recovery plans. Additionally, he is involved with client portfolio management on a day-to-day basis and is a member of Main Street’s Investment Policy Committee and The Financial Planning Association. Aaron has been with Main Street Research since 2004 and is a graduate of the University of California, Santa Barbara.

During his free time, Aaron enjoys both road and mountain biking, scuba diving and traveling with his family. His favorite novels are The Catcher in the Rye by J.D. Salinger and anything by Dan Brown. Aaron is based out of our headquarters in Sausalito, CA.

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