CoverProfile

Aaron Stern

Managing Partner, West

Main Street Research

United States, California, Sausalito

About Me

Aaron has been with Main Street Research since 2004, having also served prior as a consultant since 1999. He helps manage and lead the team at our headquarters in Sausalito, California. His duties include overseeing Main Street’s technology systems including our industry leading portfolio management and trading systems, as well as the firm’s cybersecurity, business continuity, and disaster recovery plans. He works closely with our business partners, such as Charles Schwab & Co., to coordinate, develop and enhance client relationships. Additionally, he serves as a Portfolio Manager and Private Client Advisor to a select group of clients. Aaron is a member of Main Street’s Investment Po

View more

Profile Information

Managing Partner, West

Main Street Research

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Sausalito

California

United States

Aug 26, 2025

More profiles to browse

Profile Photo
James E. Demmert
Founder, Chief Investment Officer
EB
Elizabeth Baldassari
Partner, Director – Fixed Income
Profile Photo
Benjamin Armellini
Managing Partner, East
PF
Peter Fiorita
Co-Director - Wealth Management and Director of Wealth Planning

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC