Aaron Schweitzer, CFA®

Portfolio Manager

EMAIL: a.schweitzer@tsgadvice.com

I have over ten years of experience in financial services in areas ranging from small cap research, operations, and investment advisor support. I moved into wealth management after spending a considerable time as an engineer to apply my passion for analysis and problem solving to impact people in a more direct way and help them attain their financial goals. I put this energy and experience to work in aiding with managing our investment models, analyzing client holdings, communicating with our clients about their portfolios and performing other day-to-day investment operations with the best client experience in mind.

EDUCATION AND QUALIFICATIONS

• Master of Business Administration, DePaul University, Chicago, IL

• BS Mechanical Engineering, The Ohio State University

• Chartered Financial Analyst™

PERSONAL INTERESTS

• Family and friend time

• Fitness, weight training, running, and hiking

• Golf, both playing and watching it on TV

• Rooting for Ohio State football and following college football

• History buff, especially the Civil War and WWII Eastern European front

• Hobby I would still like to take up someday – Scuba Diving

COMMUNITY PARTICIPATION

• Lector, St. Joan of Arc Catholic Church (Powell, OH)

• Volunteer, Big Brothers Big Sisters of Central Ohio

• Volunteer, Meals on Wheels of Central Ohio

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