Aaron Anson

Aaron Anson's work experience begins at Charles Schwab in 2006, where they started as a Portfolio Analyst I and later became a Portfolio Analyst II. During their time at Charles Schwab, they managed relationships with investment advisory firms and focused on providing exceptional service.

In 2011, Aaron Anson was promoted to Team Lead, where they led a team of 12 Portfolio Analysts. Aaron was actively engaged with staff and management to identify issues and opportunities for improvement, as well as handling escalated client issues.

In 2013, Aaron Anson joined Frontier Wealth Management as a Partner and Director of Operations. Aaron worked to provide a robust and collaborative family-office experience for clients, leveraging a team of in-house specialists to manage risk and provide expertise in various areas.

Most recently, in 2022, Aaron Anson joined CAPTRUST as part of the Operations team. CAPTRUST is an independent advisory firm that focuses on providing institutional and private investors with objective financial advice and fiduciary support.

Throughout their career, Aaron Anson has consistently demonstrated a commitment to providing exceptional service, enhancing the client's experience, and utilizing their expertise to anticipate and fulfill client needs.

Aaron Anson obtained a Bachelor's degree in Finance from the University of Central Missouri in 2006. Aaron continued their education and earned an MBA in Management from Avila University between 2010 and 2012. Additionally, Aaron has obtained the Series 65 certification, however, no information regarding the institution or the year of obtaining is available.