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Aaron Gilman Cfa Cfp

Aaron Gilman Cfa Cfp

President | IFP Asset Management

Tampa, Florida, United States

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Aaron Gilman Cfa Cfp

Summary

Aaron Gilman is a seasoned Chief Investment Officer with extensive experience in high net worth portfolio management. He leads the wealth management division for a national Broker Dealer and RIA, leveraging fintech and behavioral finance to enhance financial decision-making. A self-taught programmer, Aaron employs Python and Django to streamline operations and improve investment processes. His analytical mindset and curiosity drive his success, enabling him to uncover insights that others often overlook. With a background in finance and real estate from the University of Florida, he is adept at managing diverse investment portfolios. Aaron's leadership is characterized by a commitment to innovation and a keen understanding of market dynamics. He is passionate about empowering financial advisors and their clients through strategic investment management. Outside of work, he enjoys exploring new technologies and methodologies in finance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Aaron Gilman Cfa Cfp

Work Experience

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President at

IFP Asset Management

October 2014 - Present

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Chief Investment Officer at

Independent Financial Partners (IFP)

May 2011 - Present

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Partner at

Marketpsych Insights

January 2016 - December 2019

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Financial Advisor at

Koss Olinger

January 2008 - May 2011

Aaron Gilman Cfa Cfp

Education

Frequently Asked Questions about Aaron Gilman Cfa Cfp

What is Aaron Gilman Cfa Cfp email address?

Aaron Gilman Cfa Cfp's primary email address is ************@ifpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Aaron Gilman Cfa Cfp work for?

Aaron Gilman Cfa Cfp is a President at IFP Asset Management, a company specializing in Security brokers & dealers.

Where Aaron Gilman Cfa Cfp graduated from?

Aaron Gilman Cfa Cfp holds a degree in Finance, Real Estate from University of Florida - Warrington College of Business.

How can I directly contact Aaron Gilman Cfa Cfp?

To contact Aaron Gilman Cfa Cfp directly, you can use the email address ************@ifpartners.com. Complete contact information is available upon registration with Muraena.

Who is Aaron Gilman Cfa Cfp?

Aaron Gilman is a seasoned Chief Investment Officer with extensive experience in high net worth portfolio management. He leads the wealth management division for a national Broker Dealer and RIA, leveraging fintech and behavioral finance to enhance financial decision-making. A self-taught programmer, Aaron employs Python and Django to streamline operations and improve investment processes. His analytical mindset and curiosity drive his success, enabling him to uncover insights that others often overlook. With a background in finance and real estate from the University of Florida, he is adept at managing diverse investment portfolios. Aaron's leadership is characterized by a commitment to innovation and a keen understanding of market dynamics. He is passionate about empowering financial advisors and their clients through strategic investment management. Outside of work, he enjoys exploring new technologies and methodologies in finance.

Aaron`s contact details

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************@ifpartners.com

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