Assistant Vice President, Platform Operations
Aaron’s responsibilities consist of supporting the Managed Accounts Team and working closely with our Network Partners to perform functions associated with the execution of trade instructions, build and update models, establish accounts, and provide trading/platform support. Prior to joining Dynasty, he worked for Flaharty Asset Management, a Clearwater-based RIA, where he was responsible for investment research, portfolio management/trading, and performance reporting. He received his MS with a concentration in Finance/Entrepreneurship from the University of South Florida and a BSBA in Finance from Coastal Carolina University. In his free time, Aaron enjoys playing golf, spending time with his family and friends, and traveling.