Aaron is responsible for the administration and management of the portfolios of both institutional clients and high-net-worth individuals at Washington Trust Wealth Management. His work with clients includes administration of Endowments, Estates, Foundations, Retirement, and Trust accounts. He is also a voting member of the Investment Committee for The Washington Trust Company.
Aaron has more than 25 years of experience in wealth management and investment strategies. Prior to joining Washington Trust, Aaron served as Vice President of Operations and Client Services as StrategicPoint, where he was instrumental in the firm's growth from under $50 million to more than $500 million assets under management during his tenure.
Aaron holds a bachelor’s degree from Brown University.
A Rhode Island resident, Aaron is actively involved in his community. He currently serves on the Finance Committee of the Westerly Land Trust, is a Finance Committee Member of the Chorus of Westerly and is on the Board of Directors of the Watch Hill Lighthouse Keepers Association. Aaron also volunteers his time with travel baseball teams as a coach and mentor and was inducted into the Westerly High School Athletic Hall of Fame in 2020.
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