Aaron Filbeck

Employer firm

Waldron Private Wealth CRD 131063

$5.50B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INSURANCE PLANNING; SUBADVISER FOR PPLI

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2026 → Present
  Waldron Private Wealth, Llc
  Wayne, PA
• 11/2024 → 07/2026
  Caia Association
  Amherst, MA
• 11/2021 → 11/2024
  Caia Association
  Amherst, MA
• 12/2020 → 11/2021
  Caia Association
  Amherst, MA
• 06/2019 → 12/2020
  Caia Association
  Amherst, MA
• 12/2017 → 06/2019
  The Joseph Group Capital Management
  Columbus, OH
• 05/2015 → 12/2017
  The Joseph Group Capital Management
  Columbus, OH

Other Businesses

1) Penn State University; investment-related; 201 Old Main, University Park, PA 16802; Adjunct Professor; started 1/2021; approximately 3.5 hours per month, 1 during securities trading hours; periodically teach online courses relating to finance, accounting, retirement planning, and/or investments; 2) Investments & Wealth Institute; investment-related; 5619 DTC Pkwy, Greenwood Village, CO 80111; Program Instructor; started 1/2024; less than 1 hours per month during securities trading hours; periodically lecture for the Investment & Wealth Institute's CPWA & CIMA programs; 3) CFA Society Philadelphia; investment-related; 1900 Market Street, 8th Floor, Philadelphia, PA 19103; Vice President of Board of Directors; 7/2022; approximately 5 hours per month, 1 during securities trading hours; serves on board to oversee programming, continuing education, and professional development initiatives for investment professionals in the Philadelphia region. Occasionally speaks at and/or moderates CFA Society programming and continuing education events; 4) CAIA Pennsylvania Chapter; investment-related; 11 Amity St, Amherst, MA, 01002; Chapter Executive; 8/2026; approximately 5 hours per month, 1 during securities trading hours; serves as Chapter Executive to oversee local programming, event planning, and committee oversight for CAIA members in the Pennsylvania region.

Designations

• Certified Financial Planner
• Chartered Financial Analyst