Aaron Dym, CFA, CFP®

Assistant Vice President

Aaron will tell you that having an identical twin brother has contributed greatly to his outlook on life. Not only did it teach him how to share, literally from birth, but also helped him develop a deep sense of empathy for those he interacts with. This has fueled his ability to work and communicate with clients, as he understands their needs, synthesizing confidential information and crafts portfolio allocations to best help achieve their goals.

A successful CFA candidate at all three levels (first attempt), Aaron has developed the analytic chops to help the firm’s investment team drill down on many of the venture capital and private credit opportunities that present themselves.

A 2015 graduate of Bentley College, where he played a little basketball, Aaron seems to live by the credo of Bentley—“to create leaders to become a force for positive change, from the classroom to the boardroom.”


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