Aaron joined Congress Asset Management in 2017. In his current role as a Research Analyst, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate recommendations in the Information Technology and Communication Services sectors. He is also a member of the SMid Growth, ESG, and SRI Investment Committees.
Prior to joining Congress Asset Management, he worked at Congress Wealth Management where he was responsible for client service, performance reporting, and maintaining the firm’s private products. He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.