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
- Chief Investment Officer @ (May 2024 - Present)
- Portfolio Manager @ (April 2023 - Present)
- Principal @ (August 2021 - April 2023)
- Director @ (August 2021 - April 2023)
- Portfolio Manager; Managing Director @ (November 2014 - August 2021)
- Director of Due Diligence @ Lucia Capital Group (January 2014 - January 2016)
- Senior Alternative Investment Analyst @ (September 2012 - November 2014)
- Consultant (pro bono basis) @ (February 2012 - September 2012)
- Senior Analyst @ Irongate Capital Management, LLC (June 2010 - September 2011)
- Risk Manager @ ICP Hedge Fund (July 2008 - June 2010)
- Director; Social Media Development, Business Development @ Maestro (August 2006 - July 2009)
- Investment Analyst @ (July 2005 - August 2006)
Aaron Rosen Education
- Boston University
BSBA (Finance, Economics)
2001-2005 - Questrom School of Business, Boston University
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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