Aaron Lassanske Email & Phone Number
SVP, Senior Portfolio Strategist - Institutional @ First Citizens Wealth
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Aaron Lassanske Location
- Boston, MA, US
Aaron Lassanske Work
- 2024 -now SVP, Senior Portfolio Strategist - Institutional @
- 2018 -2024 Director, Portfolio Strategist @
- 2011 -2018 Director, Client Portfolio Manager @
- 2009 -2011 Director, Investment Management and Guidance @
- 2004 -2009 SVP, Asset Class Specialist, Investment Products Group @
- 2003 -2003 Summer Associate - Product Management @
- 1999 -2002 Research Analyst @
Aaron Lassanske Education
- Indiana University - Kelley School of Business
MBA (Finance)
2002-2004 - Truman State University
BA (Business Administration (Finance/Economics))
- CAIA Assocation
Chartered Alternative Investment Analyst (CAIA)
- CFA Institute
Chartered Financial Analyst (CFA)
Aaron Lassanske Summary
- Aaron Lassanske, based in Boston, MA, US, is currently a SVP, Senior Portfolio Strategist - Institutional at First Citizens Wealth. Aaron Lassanske brings experience from previous roles at BlackRock, Merrill Lynch Global Wealth Management and Bank of America. Aaron Lassanske holds a 2002 - 2004 MBA in Finance @ Indiana University - Kelley School of Business. Aaron Lassanske has 2 emails and 1 mobile phone numbers on RocketReach.
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