Bio

Aaron is a dynamic investment professional with extensive experience in the banking industry including relationship management, sales, research and trading of securities. Most recently, Aaron was a Director at Wells Fargo Securities on the institutional securities trading desk. He generated ideas, negotiated and priced large blocks of stock in volatile markets as well as marketed and sold primary public offerings. Aaron developed and grew relationships with top Hedge Funds, Mutual Funds and Pension Funds. He held similar positions at Wachovia, Alex.Brown, Legg Mason, and Wheat First. Aaron holds a Masters of Business Administration from Clarkson University and a Bachelor of Science in Accounting from St. Michaels College. He is a licensed registered principal with series 24 and 4 licenses, a registered representative with series 7, 55 and 63 licenses, holds a South Carolina Real Estate Salesman license, and South Carolina Life, Health, Accident, Variable Contracts and Property and Casualty Insurance producer licenses. He resides with his wife and 3 children in Charleston, SC.