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

CN
Catherine Nadeau
Director of Finance
LT
Lily Taft Richard
Partner, Portfolio Manager
PF
Peter Fiorita
Co-Director - Wealth Management and Director of Wealth Planning
Profile Photo
Stephanie Hawk
Co Director of Fixed Income

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation