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

Aaron Stern
Managing Partner, West
Main Street Research
United States, California, Sausalito
About Me
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
Benjamin Armellini
Managing Partner, East
LT
Lily Taft
Partner, Portfolio Manager
EB
Elizabeth Baldassari
Partner, Director of Fixed Income
CN
Catherine Nadeau
Director of Finance
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson