"I enjoy the challenge of researching and analyzing economic indicators for the Portfolio Management committee. I take pride in my role of supporting the team to help make educated decisions on prudent investments."
Aaron Reynolds, CFA®, serves as Associate Portfolio Manager. He began his career at StrategicPoint in 2011, and is a member of StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies.
In his current role, Aaron helps perform due diligence on investments, as well as research recommendations for new asset classes to add to our firm’s investment portfolios. Aaron implements various trading strategies instituted by our portfolio management committee and rebalances client portfolios using proprietary and third party portfolio software.
Aaron is a graduate of The University of Rhode Island with a Bachelor of Arts in History, Political Science and a minor in Classical Civilization. He holds the Chartered Financial Analyst® designation, as well as the FINRA Series 65 license. His background includes experience as a brokerage client service specialist at Citizens Bank. Aaron lives with his family in Warwick, RI.