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 Policy Co