Aaron Paul Waxman

Partner/Principal at Bingham, Osborn & Scarborough LLC

Aaron Paul Waxman

Aaron Paul Waxman

Partner/Principal at Bingham, Osborn & Scarborough LLC

Biography

Mr. Aaron P. Waxman, CPA, is a Principal at Bingham, Osborn & Scarborough LLC. He provides comprehensive investment and planning advice to individual and institutional clients.Prior to joining the firm, Mr. Waxman worked for PricewaterhouseCoopers LLP as a manager in the Private Client Services group, where he gained extensive experience in working through complex business and tax planning issues. His clients were privately held businesses owners, officers of corporate parents, board members, venture capital and private equity investors.Mr. Waxman received his BS in Finance degree from Santa Clara University. He is also a Certified Public Accountant in state of California.

Overview
RelSci Relationships

114

Primary Location

Albany, NY

Number of Boards

2

Number of Awards

2

Contact Data
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Relationships
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Chief Executive Officer at Bingham, Osborn & Scarborough LLC

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Vice Chairman at Stern Grove Festival Association

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Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC

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Chief Executive Officer-Corporate Client Banking at Boston Private Bank & Trust Co.

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Founder at Bingham, Osborn & Scarborough LLC

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Manager/Chief Compliance Officer at Bingham, Osborn & Scarborough LLC

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Principal & Chief Investment Officer at Bingham, Osborn & Scarborough LLC

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Director of Research at Bingham, Osborn & Scarborough LLC

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Director of Wealth Management at Bingham, Osborn & Scarborough LLC

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Director of Financial Planning at Bingham, Osborn & Scarborough LLC

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Aaron Paul Waxman
Partner/Principal at Bingham, Osborn & Scarborough LLC
Education
BS in Finance

Santa Clara University, a comprehensive Jesuit, Catholic university located in California's Silicon Valley, offers its more than 8,000 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus master's, Ph.D., and law degrees. Distinguished nationally by the fourth-highest graduation rate among all U.S. master's universities, California's oldest operating higher-education institution demonstrates faith-inspired values of ethics and social justice.

Memberships
Member

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Career History
Partner/Principal
2010 - Current

BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm's overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. The firm then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods BOS uses to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house.

Professional
Prior

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Awards & Honors
CPA (Certified Public Accountant)
CFP (Certified Financial Planner)
Other Affiliations

Aaron Paul Waxman is affiliated with Bingham, Osborn & Scarborough LLC, PricewaterhouseCoopers LLP

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