Aaron Spatz

Aaron Spatz serves as the Regional Director - West at Sage Advisory, an independent investment management firm based in Austin, Texas, since July 2024. Prior to this role, Aaron held the position of VP for Texas, Mountain States, and Pacific Northwest at Perpetual Limited, focusing on the distribution of SMA's and Mutual Funds. Previous experience includes roles as VP Portfolio Manager at First Western Trust, VP of Distribution at Vision 4 Fund Distributors, and VP Regional Sales Manager at AIG Funds and OppenheimerFunds, where responsibilities included consulting with financial advisors and delivering investment solutions. Aaron began a career in financial services as a Financial Advisor at American Express Financial Advisors, specializing in wealth accumulation and management strategies for high net worth clients. Aaron earned a Bachelor of Business Administration (BBA) in Finance from the University of Wisconsin Milwaukee in 2001.