Aaron Filbeck, CFA, CAIA, CIPM
Aaron serves as our Portfolio Manager and voting member of the firm’s investment committee. In his role, he leads the firm’s investment research and portfolio construction efforts for the firm’s objective-based asset allocation and individual stock portfolios. These initiatives include tactical asset allocation decisions, quantitative and qualitative fund manager due diligence and selection, performance attribution, as well as fundamental equity research. He is also the lead contact for our fund company relationships. To Aaron, the Joseph Group value that means the most is “excellence” – “I believe doing our work with excellence supports and empowers our clients to dream big and live great lives, and they can have the confidence that we will always hold ourselves to the highest standard. I believe it is important to have a mindset of excellence and always set the bar a little bit higher.”
Aaron holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certificate in Investment Performance Measurement (CIPM) designations and is an active member of the CFA Institute, CFA Society Columbus, and the CAIA Association. Aaron is currently pursuing his Master’s degree in Finance from Penn State University and previously graduated with distinction from Penn State University with a Bachelor of Science in Finance. In addition to his academic involvement, Aaron is a regular contributor to the Investment Management newsletter for the Society of Financial Service Professionals.
In his free time, Aaron is very passionate about music and enjoys listening to music and collecting vinyl records. He also enjoys playing tennis and is a regular member of the BetterOffBowling League in Columbus. Aaron and his wife, Andrea, enjoy attending comedy shows, going to the movies, and seeing live concerts together. They live in Northwest Columbus.