Aiden began working in the Financial Services industry over 5 years ago and has developed a knack for trading. He enjoys making sure clients are at ease when coming on board & addresses their concerns in a timely manner. Whether it’s executing a trade, submitting paperwork or an investment related question Aiden will be there to help.
Aiden’s knowledge of financial products helps give clients the confidence they need when working with a financial professional. Along with Alison, he utilizes NASDAQ Dorsey Wright’s investment process and research. Regarding clientele, Aiden helps serve High Net Worth time-constrained professionals such as investment bankers, entertainment managers, engineers, physicians, and others.
Prior to joining Sage Advisors, Aiden worked on the Trading & Reporting Team at a Wealth Management firm. He attended Montclair State University where he majored in Economics and minored in both Business & Computer Science. Aiden was also a long pole defender for the University’s Division 3 Lacrosse Team.
Aiden currently lives in Philadelphia, PA. Located in the Northeast, he takes advantage of the seasons by snowboarding in the winter and enjoying the Jersey Shore during the summer. Aiden is also a volunteer with the Valerie Fund where he serves as a camp counselor at Camp Happy Times.