Aaron Hilgemann is a CFA® charterholder with three years of industry experience. He is currently with Bazis Private Wealth, LLC and previously held roles at Orion Portfolio Solutions, Bank of the West, and Orion Advisor Technology, LLC. Outside the financial industry, he served in the U.S. Marine Corps from 2013 to 2017 and has experience working in the restaurant sector.
Bazis Private Wealth, LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investment consulting, managing assets through a wrap-fee program and using a combination of fundamental, charting, and quantitative research in its investment approach.