Aaron Zises

As Principal at NewEdge Wealth, Aaron focuses on advising families on investment strategy, financial planning, generational wealth transfer, and charitable planning.

Aaron began his career as an attorney advising hedge fund and private equity fund sponsors at Schulte Roth & Zabel. He later was a Vice President at Family Management Corporation and a Private Wealth Advisor at U.S. Bank Private Wealth Management. Most recently, Aaron was a Senior Director at Hightower Advisors.

Aaron graduated with a J.D. from the Benjamin N. Cardozo School of Law with a concentration in Corporate Law. Prior to law school, he earned a B.S.B.A. from Washington University in St. Louis, where he majored in Finance, Marketing & International Business. Aaron holds Series 7 & 66 licenses, as well as life and health insurance licenses. He is also an Accredited Investment Fiduciary®.

Aaron is a Trustee and member of the Investment Committee of the Jewish Communal Fund, a $2 billion AUM donor-advised fund. He is a past member of the Board of Directors of UJA Federation of New York, where he currently serves on the President’s Advisory Council. Previously, he was a member of UJA’s Executive Committee and chaired the Young Leaders Division for many years. Aaron was also the Founding Chair of the Alumni Council of Chabad at Washington University in St. Louis.