Aaron J. Vann

Former Director-Portfolio Trading & Operations at Rushmore Investment Advisors, Inc.

Aaron J. Vann

Aaron J. Vann

Former Director-Portfolio Trading & Operations at Rushmore Investment Advisors, Inc.

Biography

Mr. Aaron J. Vann is Senior Quantitative Analyst at Boston Private Wealth LLC.Mr. Vann was previously employed as a Director of Quantitative Research by Banyan Partners LLC and a Quantitative Analyst by Rushmore Investment Advisors, Inc.He received his BA in Business Administration with a concentration in Finance from Austin College and his MBA, with honors, from DeVry University.

Overview
RelSci Relationships

65

Relationships
RelSci Relationships are individuals Aaron J. Vann likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer at Level Four Advisory Services LLC

Relationship likelihood: Strong

Vice President & Portfolio Manager at River Road Asset Management LLC

Relationship likelihood: Strong

Former Portfolio Manager at Rushmore Investment Advisors, Inc.

Relationship likelihood: Strong

Former Chief Investment Officer at Rushmore Investment Advisors, Inc.

Relationship likelihood: Average

Former Stockholder at Rushmore Investment Advisors, Inc.

Relationship likelihood: Average

Professional at Howard Financial Services Ltd.

Relationship likelihood: Average

Managing Director at Silicon Valley Bank

Relationship likelihood: Average

Former Director-Operations at Rushmore Investment Advisors, Inc.

Relationship likelihood: Average

Managing Partner at AE Industrial Partners LLC

Relationship likelihood: Average

Former Quantitative Research Analyst at Rushmore Investment Advisors, Inc.

Relationship likelihood: Average

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Aaron J. Vann
Former Director-Portfolio Trading & Operations at Rushmore Investment Advisors, Inc.
Education
Class of 2008

DeVry University is a division of DeVry Education Group, for-profit higher education organization that is also the parent organization for Keller Graduate School of Management, Ross University, American University of the Caribbean, Carrington College, Carrington College California, Chamberlain College of Nursing, Becker Professional Review, and DeVry Brasil. The school was founded in 1931 as DeForest Training School, and officially became DeVry University in 2002.

Class of 2001

Austin College is a private, residential, co-educational college dedicated to educating undergraduate students in the liberal arts and sciences while also offering select pre-professional programs and a graduate teacher education program. Founded by the Presbyterian Church in 1849, Austin College continues its relationship with the church and its commitment to a heritage that values personal growth, justice, community, and service. An Austin College education emphasizes academic excellence, intellectual and personal integrity, and participation in community life.

Career History
Director of Quantitative Research
2013 - Prior

Banyan Partners, LLC is an independent, fee-only Registered Investment Adviser. Currently managing more than $1 billion in individual and corporate wealth, we provide comprehensive investment management using an opportunistic investment philosophy and prudent risk management.

Director-Portfolio Trading & Operations
Prior - 2013

Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals

Senior Quantitative Analyst
Prior

Boston Private Wealth (BPW) constructs client portfolios using an array of investment vehicles across multiple asset classes, geographies and market capitalizations. They manage portfolios comprised of various investment vehicles including equities, fixed income securities, mutual funds, and ETFs spanning the global financial markets. BPW utilizes both internally managed strategies as well as external money managers to complete their suite of investment offerings. External managers provide access to both traditional strategies and alternative strategies with access to real estate, private equity, and liquid alternatives. BPW specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. The firm's proprietary investment strategies include: Core Equity, Equity Income, Growth Equity, Value Equity, International Equity, Tactical, Equity Option and Global Fixed Income.

Other Affiliations
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