Aaron Tyburski

PORTFOLIO MANAGER

About Aaron

At Red Oak Financial, we believe in low-cost, diversified, goals-based investing, and take a team approach to asset allocation. As head of our Investment Committee, I regularly present updates on current and forecasted economic trends and a range of probability weighted asset market implications. Chris and Bob have been intentional about cultivating a group of process-focused free-thinking advisors that each bring a unique perspective to the Investment Committee. Although varied our approach, we all strive to act in a way that emphasizes the importance of client outcomes while respecting the uncertainty that is inherent in markets.

Analyzing trends in economic data, risk managing investment portfolios, and disseminating timely market, economic, and behavioral finance-based commentary to our clients and team are my top priorities. In doing so I work closely with our Certified Financial Planners to build asset allocations that are tailored to the needs of our clients.

I grew up in Upstate New York, the middle of three brothers. Despite my father’s best efforts to turn me into an engineer, I preferred stock charts to heat transfer diagrams. I graduated in 2015 from the University of Albany, SUNY with a Bachelor’s in Business Administration, with focuses in Finance and Business Management, and a minor in Psychology. Post-graduation, I worked as a Financial Analyst at a large manufacturer, and then at a premier financial institution in New York. I moved to Baltimore in search of a new opportunity for growth and am enjoying the intellectual challenge of asset management more than ever.

 

Aaron’s Responsibilities

  • Heading the ROFG Investment Committee, where we analyze macroeconomic data and translate it into actionable portfolio solutions

  • Serving as a resource for clients on investment, asset management, and account related topics

  • Working hand-in-hand with the ROFG Advisor Team to ensure investment portfolios are tailored to the individual needs of our clients

  • Attending client meetings to assist our Advisor Team