Aaron Balsam

Senior Portfolio Manager, Principal @Stairway Partners, Llc

Minneapolis, MN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2024 — Present

Senior Portfolio Manager, Principal @Stairway Partners, Llc

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Minneapolis, MN, US

Responsible for investment strategy, portfolio management and trading.

EDUCATION

N/A

The University of Chicago Booth School of Business

MBA with concentrations in Finance & Entrepreneurship

N/A

North Park University

B.S. in Finance & B.A. in Economics

ABOUT AARON BALSAM

Seasoned multi-asset portfolio manager with extensive experience in portfolio management, leadership, and process improvements. Adept at driving strategy, analysis and portfolio design across diverse market environments for a suite of multi-asset portfolios. Strong track record of effectively analyzing business needs and processes, and implementing process improvements that streamline operations, minimize risk, and ensure compliance with regulatory requirements. Drives strategic initiatives that support the investment process for existing strategies, new initiatives, and acquisitions along with a broad range of client engagement.

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Aaron Balsam — Senior Portfolio Manager, Principal at Stairway Partners, Llc in Minneapolis, MN, US | Unifers