Aaron Vickery Chartered FCSI, MBA

Aaron Vickery has a diverse work experience in the finance and wealth management industry. Aaron currently serves as the Chief Executive Officer and Chartered Wealth Manager at Ormiga Capital. Previously, they have held various roles including Wealth Management & Private Banking Specialist at Wealth Management Career, Financial Planner at Northstar, Director and Chartered Wealth Manager at Acuma deVere Independiente S.A. de C.V., and Chief Executive Officer and Chartered Wealth Manager at Skybound Wealth Management.

Prior to these roles, Aaron was a Senior Private Client Advisor and Founding Partner at AES International, where they specialized in providing financial advice and services to successful individuals. Aaron also worked as a Senior Partner at deVere Group, overseeing operations in Mexico and the Caribbean. early in their career, they worked as an Asset Allocation Analyst at St James's Place, where they produced asset allocation reports and conducted fund research.

Throughout their career, Aaron has demonstrated a strong commitment to empowering their clients to make informed financial decisions and achieve financial freedom.

Aaron Vickery Chartered FCSI, MBA has an extensive education history in the fields of business, finance, and economics. Aaron began their education at De Montfort University, where they earned a BSc in Management Science, Business & Economics from 1997 to 2000.

Aaron then pursued certifications from various professional institutes. In 2004, they obtained a Financial Planning Certificate from the Chartered Insurance Institute, specializing in regulation, insurance, protection, savings & investments, and personal financial planning. Aaron further enhanced their qualifications in 2007 with the Financial Advisers International Qualification (FAIQ) from the same institute, focusing on financial planning and services.

Moving forward, Aaron Vickery sought additional education in the field of securities and investments. In 2012, they completed a course on Qatar Financial Centre - Rules & Regulations at The Chartered Institute for Securities & Investment (The CISI), specializing in regulation. In 2013, they pursued Level 4 - Diploma in RDR Compliance - Additional Study from the same institute.

In 2017, Aaron Vickery expanded their knowledge by enrolling in the Durham University Business School, where they obtained a Master of Business Administration (MBA) degree in 2019. During their time at Durham University, they focused on various aspects of business administration and management.

In 2019, they participated in the Silicon Valley Immersion Program, emphasizing innovation and entrepreneurship, offered by the University of San Francisco School of Management.

Additionally, Aaron Vickery pursued wealth management education at The Chartered Institute for Securities & Investment (The CISI) in 2017, earning a CISI Level 6 qualification in Private Client Investment Advice & Management (PCIAM).

Continuing their professional growth, Aaron Vickery obtained several certifications. Aaron became a Chartered Fellow of the Chartered Institute for Securities & Investment (The CISI) in November 2021. In 2014, they achieved the CISI - Investment Advice Diploma. Moreover, they obtained their Chartered Insurance Institute Financial Planning Certificate in 2004.

Lastly, Aaron Vickery is currently pursuing education at the Comisión Nacional de Seguros y Fianzas (CNSF), which is scheduled to be completed between 2018 and 2021. The specific degree and field of study for this program are not provided.