Aaron Beltrami’s primary responsibilities are managing client relationships and financial planning. Aaron defines his greatest responsibility as “fully understanding clients’ personal and financial circumstances in order to assist our investment management team in tailoring portfolios that meet each client’s objectives.” Before joining the firm, Aaron was a Vice President with Fidelity Investments Private Client Group, in Boston.
Aaron earned a BA from Assumption College, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and is a member of the Financial Planning Association and the Boston Estate Planning Council. Aaron resides in Norwell with his wife and three children. He can be reached at firstname.lastname@example.org.