Aaron Rosen, CFA

Aaron Rosen is a seasoned investment professional with over two decades of experience in financial services, specializing in portfolio management, private investments, and illiquid alternative securities. He currently serves as Chief Investment Officer and Co-Portfolio Manager for AOG Institutional Fund (AOGFX), where he leads day-to-day operations including portfolio management, security selection, sourcing and due diligence of investments, research, and trading.

Aaron graduated magna cum laude from the Honors Program of Boston University, earning a Bachelor of Science in Business Administration (BSBA) in Finance with a minor in Economics. He is a Chartered Financial Analyst (CFA®), holding professional credentials including an IAR (Investment Advisor Representative) registration with AOG and previously Series 7 and 63 securities registrations.

Before joining AOG Wealth Management in 2022, Aaron served as Managing Director and Portfolio Manager for Validus Growth Investors, LLC, a boutique investment management firm based in San Diego and Truckee, California. At Validus Growth, he was responsible for institutionalizing and managing a 1940 Investment Company Act-Registered Interval Fund focused on illiquid alternative investments. As Senior Research Analyst and Assistant Portfolio Manager at Validus, he worked alongside Chief Investment Officer Mark Scalzo, conducting research and due diligence of investment opportunities, and aiding in security selection and portfolio management processes for the firm's growth equity strategies.

Throughout his career, Aaron has held various senior positions including Director & Principal at the Sky & Ray Family Office and Copia Wealth Studios platform, and senior analyst roles at broker dealers, family offices, and hedge funds, where he provided research and asset allocation services. He also co-founded a digital media startup early in his career, demonstrating entrepreneurial experience alongside his investment expertise. Additionally, Aaron served as Co-Portfolio Manager and Senior Vice President for Pinhook Capital, LLC, where he was responsible for portfolio management, security selection, due diligence, research, and sourcing of investments.

In 2022, Aaron joined AOG Wealth Management and was subsequently promoted to Chief Investment Officer, overseeing the strategic direction and asset management of AOG Institutional Fund's investment portfolio. Following F.L.Putnam's acquisition of AOG Wealth Management in 2025, Aaron transitioned into his current role with FLP, continuing to lead the AOG Institutional Fund.

Aaron Rosen specializes in private investments and illiquid securities, with extensive knowledge spanning public equities, mutual funds, and options trading. His investment approach emphasizes fundamental research, rigorous due diligence, and careful security selection across both public and private markets.

Investment Philosophy:

Sector & Stage Focus:

Value-Add to Portfolio: With over 20 years of comprehensive experience in portfolio management, security selection, due diligence, research, trading, and investment sourcing, Aaron provides deep analytical expertise and strategic guidance to investments. His background spans multiple firm types including boutique investment managers, family offices, broker dealers, and hedge funds, offering a well-rounded perspective on investment opportunities.

• Focus on long-term growth opportunities in both private and public companies
• Emphasis on rigorous fundamental bottom-up research
• Concentration on illiquid alternative investments and interval fund structures
• Portfolio construction balancing growth potential with risk management
• Growth equity investments
• Seed-stage opportunities
• Private investments and illiquid alternatives
• Public equity markets
• Alternative asset classes