As a Principal at NewEdge Wealth, Aaron focuses on advising clients and their families on wealth strategy and investment management.
Aaron has over 15 years of financial services experience, beginning his career as an attorney advising private fund managers at Schulte Roth & Zabel. He later was a Vice President at a NYC-based multifamily office and a Private Wealth Advisor at U.S. Bank Private Wealth Management. Before joining NewEdge, Aaron was a Senior Director and Private Wealth Advisor at Hightower Advisors.
Aaron graduated with a JD from the Benjamin N. Cardozo School of Law with a concentration in Corporate Law. Prior to law school, he earned a B.S.B.A. from Washington University in St. Louis, where he majored in Finance, Marketing & International Business. Aaron holds Series 7 & 66 licenses, as well as life and health insurance licenses. He is also an Accredited Investment Fiduciary®.
From 2019 to 2025, Aaron was a Trustee, member of the Investment Committee and Executive Committee of the Jewish Communal Fund, a $3 billion+ AUM donor-advised fund, where he currently serves as Founding Chair of the Professional Advisor’s Network. He served a six-year term on the Board of Directors of UJA Federation of New York, where he currently sits on the President’s Advisory Council. Aaron was also a member of UJA’s Executive Committee and chaired the Young Leaders Division for many years. Aaron is currently Chair of the Men’s Club of Park Avenue Synagogue.
A native New Yorker, Aaron lives on the Upper East Side with his wife, two children and a Labradoodle. In his free time, he enjoys playing basketball, golf, paddle and tennis.