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Aaron H
Client Portfolio Analyst at Clark Capital Management Group, Inc.
About
Aaron H is a Client Portfolio Analyst at Clark Capital Management Group, based in Philadelphia, PA, where he contributes to the management and analysis of client portfolios, supporting high-net-worth individuals, corporations, foundations, and retirement plans. In this role, he focuses on institutional-quality investment strategies across public markets, with a particular emphasis on multi-asset portfolios tailored to diverse client objectives.
Aaron began his career as a Summer Intern in Valuation Consulting at RSM US LLP before joining Clark Capital Management Group as an Associate Client Portfolio Analyst, advancing to his current position in June 2024. His expertise includes portfolio analytics, risk evaluation, and investment strategy implementation, with experience spanning sectors such as equities, fixed income, and multi-manager solutions.
He holds a Bachelor of Business Administration in Finance and Information Systems from Temple University, equipping him with a strong analytical foundation and advanced technical skills. Aaron’s background and current responsibilities position him as a key contributor to the development and execution of customized investment solutions at Clark Capital Management Group.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clark Capital Management Group | Client Portfolio Analyst | Jun 2024 to Present | — |
| Clark Capital Management Group | Associate Client Portfolio Analyst | Jan 2023 to May 2024 | — |
| RSM US LLP | Summer Intern | Valuation Consulting | Jun 2021 to Aug 2021 | — |
| Temple University Fox Fund | Analyst | Healthcare Coverage | Sep 2019 to Dec 2019 | — |
Education
Temple University
Bachelor of Business Administration - BBA, Finance, Information Systems
2018 — 2022
Phoenixville Area High School
2014 — 2018
Others at Clark Capital Management Group, Inc. (18)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | Philadelphia, PA , United States | |
D David Rights | EVP, Director of Research | Fort Washington, PA , United States |
| PM | Philadelphia, PA , United States | |
| Associate Portfolio Manager | Philadelphia, PA , United States | |
M Mason Wev | Senior Portfolio Manager | Philadelphia, PA , United States |
| Head of Fixed Income SMA, Senior Portfolio Manager | Philadelphia, PA , United States | |
| SR. Vice President | Palm Beach, FL , United States | |
| Equity Analyst | Philadelphia, PA , United States | |
T Thomas Duffy | Client Portfolio Manager | Princeton, NJ , United States |
| Senior Portfolio Analyst | Philadelphia, PA , United States |
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