Aaron Bock, CFA

Senior Portfolio Manager, Director of Manager Research

Boston, MA
Focus Areas

Equity Research
Manager Diligence
Portfolio Management

Aaron is a Manager of Public Market Strategies, Senior Research Analyst, and a Principal of The Colony Group.  He 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.

Published Insights

The Fed-Back Loop

Fed Chairwoman Janet Yellen apparently has a low tolerance for global economic weakness and financial market volatility. In March, the Federal Reserve (Fed) lowered the forecasted rate of increase for the fed funds target rate. The Fed’s announcement is another in a long line of inflection points for Fed...