Aaron is the founder & CEO of Vestwell, a digital platform specializing in 401(k), 403(b), as well as other defined contribution and benefit retirement management services, combining the best parts of automated investing with a human touch.
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell’s digital platform allows for seamless plan design, automated onboarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor’s services, acting in everyone’s best interest, while scaling through technology and allowing financial advisors to focus on clients.
Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management and advisory services company powering $800 billion in assets for over 100,000 advisors. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers and product. FolioDynamix was sold to Actua, (NASDAQ: ACTA) in 2014.
Before FolioDynamix, Aaron was a vice president at Citigroup where helped advance the Asset Manager Solutions global strategy efforts. Other past positions include head of WealthSolutions products at BISYS (now part of Citigroup) and product manager at CheckFree Investment Services (now part of Fiserv) overseeing and the Unified Managed Account (UMA) platform.
Aaron holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University, The Fuqua School of Business.