Aaron Michael Stern
Analyst-Equity chez Main Street Research LLC
Profil
Mr. Aaron M.
Stern is a Managing Partner at Main Street Research LLC.
He has been with Main Street Research since 2004, having also served prior as a consultant since 1999.
Mr. Stern helps manage and lead the team at our headquarters in Sausalito, California.
His duties include overseeing Main Street’s technology systems including our industry leading portfolio management and trading systems, as well as the firm’s cybersecurity, business continuity, and disaster recovery plans.
Mr. Stern works closely with the firm's business partners, such as Charles Schwab & Co., to coordinate, develop and enhance client relationships.
Additionally, he serves as a Portfolio Manager and Private Client Advisor to a select group of clients.
Mr. Stern received his undergraduate degree from the University of California, Santa Barbara.
Postes actifs de Aaron Michael Stern
Sociétés | Poste | Début |
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Main Street Research LLC
Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Analyst-Equity | 01/01/2004 |
Formation de Aaron Michael Stern
University of California, Santa Barbara | Undergraduate Degree |
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Entreprise privées | 1 |
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Main Street Research LLC
Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Finance |