Meet Our Team
With Aureus Asset Management, you aren’t one advisor’s client. You are the entire firm’s client. Because we believe client service and portfolio management should be a collaborative effort.
Since our founding in 2005, we have assembled a deep, talented team of investment professionals. Many bring experience in making decisions at some of the world’s most prominent institutional investment firms. All are guided by a proven, repeatable methodology that we believe is the best way to maximize wealth over time.
Every Aureus client has two partners who service their account. You are welcome to contact either whenever you like to ask questions and discuss your holdings. Our other team members keep abreast of your portfolio at all times and work together to optimize its long-term performance.
We manage all U.S. equities in house and partner with outside advisors with expertise in international equities, bonds, private equity, and other asset classes. Our extended team also includes trusted CPAs, estate planning attorneys, and other professionals who can help address your needs.