Aaron Russo, CIMA, is an Executive Director with NPC covering RIAs, banks, trust companies and family offices in the western region. Aaron has over 20 years of experience in the industry and working with advisors.
Prior to joining Nomura, Aaron was a Regional Director with Goldman Sachs Asset Management. There he was charged with distribution of Private Alternatives, Mutual Funds, and ETFs in the RIA, and Independent Channel. Before joining Goldman, he held similar responsibilities as a Client Advisor covering RIAs and Banks at J.P. Morgan on the West Coast.
Aaron started his financial career in the Bay Area with Compass Analytics, where he traded Mortgage-Backed Securities. At Compass, he was very involved in the firm’s strategy efforts to hedge risk and trade derivatives for the overall balance sheet. He also spent time at Wells Fargo in California, where he assisted in the management of over a billion dollars in client assets as a security analyst.
Aaron holds a CIMA designation, a Bachelor of Science Degree in Business Administration and Finance, from Cal State East Bay, and a Master of Science Degree in Financial Analysis and Investment Management from St. Mary’s College, in Moraga, California. He proudly served in the United States Army during 9/11.