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Aaron Stolpen
Investment Strategist and Portfolio Manager at Legacy Advisors, LLC
About
Aaron E. Stolpen, CFA®, Esq., serves as Investment Strategist and Portfolio Manager at Legacy Advisors, where he is responsible for analyzing and researching investment strategies within the context of managing total portfolio solutions for institutional and private clients. Based in New York, NY, Aaron provides expertise in constructing and overseeing diversified portfolios, employing a disciplined research and risk management approach.
His investment focus spans multiple asset classes, with particular emphasis on public and private equities, fixed income, and alternative investments. Aaron's broad sector experience includes working with high-net-worth individuals, multi-generational family offices, and institutions seeking bespoke portfolio solutions.
Prior to joining Legacy Advisors in 2023, Aaron was Senior Portfolio Manager at Domani Wealth and Director of Investment Research at Tarbox Family Office, where he led multi-asset research and investment due diligence. He holds an MBA from George Washington University and a BA in Philosophy from Bucknell University, along with the CFA® designation and legal credentials as an attorney, demonstrating deep expertise in investment and fiduciary advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Legacy Advisors | Investment Strategist and Portfolio Manager | Apr 2023 to Present | — |
| Domani Wealth | Senior Portfolio Manager | Jan 2021 to Jan 2023 | — |
| Tarbox Family Office, Inc. | Director of Investment Research | Jan 2020 to Jan 2021 | — |
| Tarbox Family Office, Inc. | Portfolio Manager | Jan 2018 to Jan 2021 | — |
| United Capital Financial Advisers, LLC | Portfolio Manager | Jan 2015 to Jan 2017 | — |
| Westport Resources | Summer Associate | May 2013 to Aug 2013 | — |
| McArthurglen Group | Commercial Real Estate Development Intern | Jun 2012 to Aug 2012 | — |
| The Law Offices of Robert Beatson Ii | Law and Accounting Intern | May 2012 to Aug 2012 | — |
| Export-Import Bank of the United States | Intern | Jul 2011 to Aug 2011 | — |
| Office of the Attorney General for the District of Columbia | Civil Litigation Intern | Jan 2011 to Jan 2011 | — |
| u.s. Census Bureau | Enumerator | Jan 2010 to Jan 2010 | — |
| Us House of Representatives Office of Rep Christopher Carney | Legislative Intern | Jan 2009 to Jan 2009 | — |
Education
George Washington University
Master of Business Administration
2010 — 2014
Bucknell University
Bachelor of Arts, Philosophy
2005 — 2009
Greens Farms Academy
2005 Present
Skills & Expertise
Others at Legacy Advisors, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Partner | Boston, MA , United States |
 | Portfolio Analyst | Plymouth Meeting, PA , United States |
J Jared Uribe-Sullivan | Investment Analyst, Portfolio Manager | Conshohocken, PA , United States |
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G Gerard Mihalick | Partner and Portfolio Manager | Berkshire Asset Management Llc/pa | Scranton, PA , United States |
 | Partner | Berkshire Asset Management Llc/pa | Wilkes-Barre, PA , United States |
W William Henderson | Chief Investment Officer | Valley National Advisers Inc. | Wayne, PA , United States |
