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Private Wealth Director
Aaron is a seasoned wealth-management professional, Chartered FCSI and MBA holder, with extensive experience advising high-net-worth individuals across the United States, Mexico, and Europe.
Throughout his career, he has led international advisory teams, developed cross-border investment strategies, and delivered tailored financial solutions within complex regulatory frameworks. His expertise spans global wealth planning, portfolio construction, and international tax considerations for U.S.-connected clients.
Known for combining analytical precision with an approachable, client-focused style, Aaron helps individuals and families achieve long-term financial independence with clarity and integrity.
Areas of Expertise
Qualifications & Awards
Chartered Fellow (FCSI), CISI
MBA, Durham University
Series 65 – U.S. Uniform Investment Adviser Law Examination (NASAA)
Private Client Investment Advice & Management (PCIAM), CISI
Investment Advice Diploma (IAD), CISI
Qatar Rules & Regulations, CISI
Regions Covered
Aaron is an exceptional leader, his professionalism and empathy for the team make him a fundamental pillar in any organization. During the almost 4 years we worked together, he supported my... Read Full Quote
I had the pleasure of working with Aaron together as a Financial Planner and as a Regional Manager in Qatar and The UAE. Aaron was always a strong support, a model professional and a wonderful team... Read Full Quote
I was put in touch with Aaron originally via a personal recommendation to discuss the management of some future investments and retirement plans. The process was not only smooth but I felt that the... Read Full Quote
Aaron has proved to be a first class advisor, he is one of the most qualified Financial Planners in Dubai and adds a level of professionalism that is often sorely lacking in the the industry. He has... Read Full Quote