Aaron Rosen, CFA

Principal, Chief Investment Officer, AOG Institutional Fund, Portfolio Manager

703-263-5901

Aaron Rosen, CFA

Aaron is the Chief Investment Officer & Portfolio Manager of the AOG Institutional Fund. Aaron leads the day-to-day operations of the AOG Institutional Fund, including portfolio management and security selection, sourcing and due diligence of investments, research, trading, etc. He has 20 years of financial industry experience in an extensive range of investment management services, while specializing in private investments and other illiquid securities.

In 2025, FLP acquired AOG Wealth Management. Prior to joining AOG, Aaron was the Director and Principal for a family office and financial technology startup. Before that he was a Managing Director and Portfolio Manager at Validus Growth LLC, a boutique investment management firm. Earlier in his career, he provided research and asset allocation services in senior analyst roles at a broker dealer, a family office, and a hedge fund.

Aaron graduated magna cum laude from the Honors Program of Boston University. He is a Chartered Financial Analyst (CFA) and is an investment advisor representative of FLP.

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Education

BSBA in Finance and minor in Economics from the Honors Program of Boston University

Certifications

Chartered Financial Analyst®