Aaron Rosen Email & Phone Number
Chief Investment Officer @ AOG Institutional Diversified Fund (AOGFX)
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Aaron Rosen Location
- San Diego, CA, US
Aaron Rosen Work
- 2024 -now Chief Investment Officer @
- 2023 -now Portfolio Manager @
- 2021 -2023 Principal @
- 2021 -2023 Director @
- 2014 -2021 Portfolio Manager; Managing Director @
- 2014 -2016 Director of Due Diligence @ Lucia Capital Group
- 2012 -2014 Senior Alternative Investment Analyst @
- 2012 -2012 Consultant (pro bono basis) @
- 2010 -2011 Senior Analyst @ Irongate Capital Management, LLC
- 2008 -2010 Risk Manager @ ICP Hedge Fund
- 2006 -2009 Director; Social Media Development, Business Development @ Maestro
- 2005 -2006 Investment Analyst @
Aaron Rosen Education
- Boston University
BSBA (Finance, Economics)
2001-2005 - Boston University - School of Management
BSBA (Finance)
2001-2005
Aaron Rosen Skills
- Alternative Investments
- Investments
- Financial Modeling
- Investment Management
- Portfolio Management
- Asset Allocation
- Analysis
- Hedge Funds
- Strategy
- Valuation
- Start-ups
- Due Diligence
- Quantitative Analytics
- Investment Strategies
- Fixed Income
- Competitive Analysis
- Performance Attribution
- Equity Trading
- Tactical Asset Allocation
- Qualitative Research
- Entrepreneurship
- Asset Management
- Start Ups
- Financial Planning and Analysis
Aaron Rosen Summary
- Aaron Rosen, based in San Diego, CA, US, is currently a Chief Investment Officer at AOG Institutional Fund (AOGFX). Aaron Rosen brings experience from previous roles at AOG Institutional Diversified Fund (AOGFX), Copia Wealth Studios, Sky and Ray Family Office and Validus Growth Investors, LLC. Aaron Rosen holds a 2001 - 2005 BSBA in Finance, Economics @ Boston University. With a robust skill set that includes Alternative Investments, Investments, Financial Modeling, Investment Management, Portfolio Management and more. Aaron Rosen has 2 emails and 1 mobile phone numbers on RocketReach.
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Top AOG Institutional Diversified Fund (AOGFX) Employees
Aaron Rosen
Chief Investment Officer
San Diego, CA, US
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