People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"I try to bring an open mind and a different perspective to security selection."

Aaron D. Bock, CFA

Manager of Public Market Strategies & Senior Research Analyst

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As Manager of Public Market Strategies and a Senior Research Analyst, Aaron is responsible for the oversight of the mutual fund, exchange-traded fund, and separately managed account strategies. In addition, Aaron performs equity research and analysis and is a member of the team that manages The Colony Group’s large-cap and mid-cap strategies.  Aaron started at The Colony Group as a Research Associate and an Assistant Portfolio Manager.

Before joining the firm, Aaron was a Portfolio Administrator at State Street Corp., where he processed trades, researched income exceptions, and compiled reports of daily activity for mutual funds.  Aaron holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society. He earned a Bachelor of Arts in Psychology from Syracuse University.

When not in the office, Aaron enjoys spending time with his wife and daughters, as well as watching football, jogging, playing softball, and the occasional round of golf.