Aaron Benson
Manager - Asset Manager Research
- Role
- Manager - Asset Manager Research at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Aaron Benson
Specialties: Obtained the Chartered Financial Analyst designation in 2009. Member of the CFA Institute and the CFA Society of Milwaukee.
Experience
Manager - Asset Manager Research
Apr 2020 — Present · Milwaukee, WI, US
Leads the Asset Manager Research team at Baird. AMR is responsible for research and oversight of third party investment managers, and also manages the discretionary ALIGN portfolios.
Education
Lubar College of Business
MS, Finance
2005 — 2007
Lubar College of Business
BBA, Finance
2000 — 2005
Skills
- Financial Modeling
- Market Research
- Zephyr
- Fixed Income
- Microsoft Office
- Securities
- Retirement Planning
- Alternative Investments
- Asset Management
- Morningstar Direct
- Equities
- Investment Management
- Excel
- Bloomberg
- Series 7
- Portfolio Management
- Investments
- Asset Allocation
- Mutual Funds
- Finance
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