We are pleased to announce the hiring of Aaron Stolpen, CFA, Esq. as a senior portfolio manager.
Bringing nearly a decade of experience in finance, investments, and portfolio management, Stolpen will be one of Domani Wealth’s leads in managing client portfolios. Through his role, Aaron will deepen the firm’s capabilities in providing independent investment advice tailored to each individual client. His daily responsibilities include creating, implementing and monitoring investment portfolios, overseeing investment analysis and risk levels, and communicating with advisors and clients on the details of investment portfolios. Aaron will serve as a leader in our Investment Strategy Group.
“We’re excited Aaron has joined our team,” said Angela Berkosky, Chief Investment Officer. “With his expertise, we’ll be strengthening a team providing a valuable service to clients.”
Aaron has a bachelor’s degree in philosophy and religion from Bucknell University, a Juris Doctor and an MBA from The George Washington University, has earned the Chartered Financial Analyst® designation, and is a member of the CFA Institute. His career has included responsibilities such as fund manager and investment research, portfolio construction and management, investment commentary, and asset allocation. He resides in Landenberg, Chester County.