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Aaron H

Aaron H

Client Portfolio Analyst at Clark Capital Management Group, Inc.

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Clark Capital Management GroupClient Portfolio AnalystJun 2024 to Present
Clark Capital Management GroupAssociate Client Portfolio AnalystJan 2023 to May 2024
RSM US LLPSummer Intern | Valuation ConsultingJun 2021 to Aug 2021
Temple University Fox FundAnalyst | Healthcare CoverageSep 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)

NameRoleLocation
Anthony Soslow
Anthony Soslow
Senior Portfolio ManagerPhiladelphia, PA , United States
D
David Rights
EVP, Director of ResearchFort Washington, PA , United States
John Archbold
John Archbold
PMPhiladelphia, PA , United States
Marek Hlinka
Marek Hlinka
Associate Portfolio ManagerPhiladelphia, PA , United States
M
Mason Wev
Senior Portfolio ManagerPhiladelphia, PA , United States
Oliver Chambers
Oliver Chambers
Head of Fixed Income SMA, Senior Portfolio ManagerPhiladelphia, PA , United States
Richard Moss
Richard Moss
SR. Vice PresidentPalm Beach, FL , United States
Shehryar Amir
Shehryar Amir
Equity AnalystPhiladelphia, PA , United States
T
Thomas Duffy
Client Portfolio ManagerPrinceton, NJ , United States
William Lien
William Lien
Senior Portfolio AnalystPhiladelphia, PA , United States
Showing 1-10 of 18 team members

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