Analyzing and researching investment strategies within the context of managing total portfolio solutions for clients.
Aaron Stolpen
Investment Strategist & Portfolio Manager
Legacy Advisors, LLC
United States, Pennsylvania, Philadelphia
About Me
Profile Information
Investment Strategist & Portfolio Manager
Legacy Advisors, LLC
Investment Team,Operations Team
Investor
Multi-Family Office
Philadelphia
Pennsylvania
United States
Aug 10, 2025
Work Experience
Legacy Advisors
Investment Strategist & Portfolio Manager May 2023 - Present
Domani Wealth
Senior Portfolio Manager Jan 2021 - Jan 2023
Tarbox Family Office, Inc.
Director of Investment Research Jan 2020 - Jan 2021
United Capital Financial Advisers, LLC
Portfolio Manager Jan 2015 - Jan 2017
Westport Resources Management
Summer Associate Jan 2013 - Jan 2013
McArthurGlen Group
Commercial Real Estate Development Intern Jan 2012 - Jan 2012
The Law Offices of Robert Beatson, II
Law and Accounting Intern Jan 2012 - Jan 2012
Export-Import Bank of the United States
Intern Jan 2011 - Jan 2011
Office of the Attorney General for the District of Columbia
Civil Litigation Intern Jan 2011 - Jan 2011
U.S. Census Bureau
Enumerator Jan 2010 - Jan 2010
US House of Representatives - Office of Rep. Christopher Carney
Legislative Intern Jan 2009 - Jan 2009
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