Aaron Dym, CFA, CFP

Aaron Dym Kore Private Wealth
Assistant Vice President, Analyst

Aaron will tell you that having an identical twin brother has contributed greatly to his outlook on life. Not only did it teach him how to share, literally from birth, but also helped him develop a deep sense of empathy for those he interacts with. This has fueled his ability to work with and communicate with clients as he understands their needs, synthesizing confidential information and crafts portfolio allocations to best help achieve their goals.

A successful CFA candidate at all three levels (first attempt), Aaron has developed the analytic chops to help KORE’s investment team drill down on many of the venture capital and private credit opportunities that present themselves to the firm.

A 2015 graduate of Bentley College, where he played a little basketball, Aaron seems to live by the credo of Bentley – “to create leaders to become a force for positive change, from the classroom to the boardroom”.  
 

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