Senior Research Analyst
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As the Senior Research Analyst for Validus, Aaron Rosen is responsible for research and due diligence of investment opportunities, as well as aiding in security selection and portfolio management processes. Aaron also manages the illiquid alternative investment due diligence and asset allocation process across the Lucia Capital Group advisor network/platform as the Vice President of Research and Assistant Portfolio Manager for Lucia Capital Management.
Aaron has been in the financial services and entrepreneurial industries for 10 years, having started his career at an institutional investment consulting firm. Most recently, he served in senior analyst roles at AIG Advisor Group and Irongate Capital, conducting various research, due diligence, portfolio management and options trading responsibilities.
Aaron graduated magna cum laude from the honors program at Boston University School of Management, earning a B.S.B.A. focused in Finance as well as a minor in Economics. He is a CFA Charterholder and current holds the Series 7, 63 and 65 licenses with Lucia Securities, LLC.