Aaron Filbeck Email & Phone Number
Senior Director of Investments @ Waldron Private Wealth
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Aaron Filbeck Location
- Philadelphia, PA, US
Aaron Filbeck Work
- Senior Director of Investments @ (August 2026 - Present)
- Adjunct Professor of Finance @ (January 2021 - Present)
- Co-Host @ (December 2024 - August 2026)
- Managing Director, Content and Community Strategy @ (November 2024 - August 2026)
- Managing Director, Head of CAIA.nxt™ (formerly UniFi by CAIA) @ (December 2021 - November 2024)
- Director, Global Content Development @ (January 2021 - December 2021)
- Associate Director, Content Development and Financial Research @ (June 2019 - December 2020)
- Portfolio Manager @ (December 2017 - June 2019)
- Investment Analyst @ (June 2015 - December 2017)
- Investment Intern @ (May 2014 - May 2015)
- Research Assistant: Department of Finance @ (November 2011 - February 2015)
- Investment Intern @ Counsel Fiduciary, LLC. (March 2013 - October 2013)
- Line Worker and Dishwasher @ (August 2009 - August 2013)
Aaron Filbeck Education
- Penn State University
M.S. (Finance)
- Penn State Erie, The Behrend College
Bachelor of Science (B.S.) (Finance)
Aaron Filbeck Skills
- Performance Measurement
- Performance Attribution
- Manager Selection
- Real Estate
- Commodity Markets
- Private Credit
- Data Science
- Alternative Data
- Artificial Intelligence (AI)
- Quantitative Finance
- Machine Learning
- ESG
- Climate Change
- Financial Planning
- Insurance
- Estate Planning
- Private Wealth Management
- Digital Assets
- Cryptocurrency
- Alternative Investments
- Portfolio Management
- Hedge Funds
- Private Equity
- Real Assets
- Investment Management
- Private Debt
- Corporate Finance
- Retirement Planning
- Course Management
- Curriculum Development
- Thought Leadership
- Asset Allocation
- Communication
- Wealth Management
- Investments
- Technical Writing
- Mutual Funds
- Analytical Skills
- Critical Thinking
- Leadership
- Teamwork
- ETFs
- Group Presentations
- Investment Manager Research
- ESG Investing
- Teaching
- Public Speaking
- Team Leadership
- Strategic Planning
- Content Marketing
- Project Management
- MBA
- Management
- Fma
- Marketing
- Microsoft Office
- Education
Aaron Filbeck Summary
- Aaron Filbeck, based in Philadelphia, PA, US, is currently a Senior Director of Investments at Waldron Private Wealth. Aaron Filbeck brings experience from previous roles at Penn State University, Capital Decanted and CAIA Association. Aaron Filbeck holds a M.S. in Finance @ Penn State University. With a robust skill set that includes Performance Measurement, Performance Attribution, Manager Selection, Real Estate, Commodity Markets and more. Aaron Filbeck has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Aaron Filbeck
Aaron Filbeck
Senior Director of Investments
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