CAIA Association
Aaron Filbeck is a highly accomplished finance professional with extensive experience in alternative investments and education. Currently serving as Managing Director and co-founder of UniFi by CAIA™ at the CAIA Association, Aaron leads an online academy for private wealth management professionals. Previous roles at CAIA include Director of Global Content Development and Associate Director of Content Development, where responsibilities included implementing content agendas and developing educational programs. Aaron also serves as Board Director and Chair of the Programs Committee for CFA Society Philadelphia and has held various leadership positions at CFA Society Columbus. As an adjunct professor at Penn State University, Aaron teaches finance courses at both undergraduate and graduate levels. With a Master's Degree and Bachelor's Degree in Finance from Penn State, Aaron has a solid educational foundation complemented by practical experience in portfolio management and investment analysis.
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CAIA Association
CAIA, the Chartered Alternative Investment Analyst Association. The global professional body dedicated to alternative investments, seeking greater alignment, transparency, and knowledge for all investors. a a member-driven organization representing professionals in more than 95 countries, and advocating for the industry through our events, publications, and credential programs.