Designations and Licenses

Aaron holds the Chartered Financial Analyst^® designation and is a Certified Public Accountant. 

Experience and Education

As managing director, Aaron co-manages all aspects of portfolio management, security selection and client support for our institutional cash management group. He joins Mariner most recently from BOK Financial Securities where he co-led the corporate cash investments group. Prior to that, he was director of equity research for a hedge fund and portfolio management for J.P. Morgan. He started his career in public accounting. 

Aaron has a bachelor’s degree in accounting from the University of Tulsa. 

Personal Interests

In his free time, Aaron enjoys golf and fitness.