Aaron Davis Bock

Aaron Davis Bock

Direttore della Ricerca - Azioni presso The Colony Group LLC

Finance
Consumer Services

Profilo

Mr. Aaron D.
Bock, CFA, is a Senior Portfolio Manager & Director of Manager Research at The Colony Group LLC.
He is responsible for the oversight of the mutual fund, exchange-traded fund, and separately managed account strategies.
In addition, he performs equity research and analysis and is a member of the team that manages The Colony Group’s large-cap and mid-cap strategies.
He started at the firm as a Research Associate and an Assistant Portfolio Manager.
Prior to joining The Colony Group in 2006, Mr. Bock was a Portfolio Administrator at State Street Corp., where he processed trades, researched income exceptions, and compiled reports of daily activity for mutual funds.
He earned a Bachelor of Arts in Psychology from Syracuse University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Posizioni attive di Aaron Davis Bock

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Direttore della Ricerca - Azioni 01/01/2022
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Formazione di Aaron Davis Bock

Syracuse University Undergraduate Degree

Esperienze
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Aziende private

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Relazioni

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STATE STREET CORPORATION

Finance

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