Aaron Williams is the Chief Growth Officer (CGO) at Alden Investment Group, where he drives the firm’s strategic growth initiatives, platform development, and asset management solutions.
Aaron is dedicated to empowering financial advisors through a seamless, integrated wealth management platform that unifies RIA and broker-dealer operations, streamlines account opening and enhances trading capabilities. His leadership is pivotal in providing advisors with full-service middle and back office support, advanced portfolio management technology, and diverse institutional-grade investment options, including fixed income, alternatives, and institutional managers.
Aaron’s extensive asset management and platform development expertise has positioned him as a trusted leader at Alden. Since joining the firm in December 2022, he has played a crucial role in the firm’s significant growth, with assets under management rising from $750 million to $2.5 billion. His strategic oversight ensures that Alden’s advisors benefit from the rigorous due diligence provided by the firm’s investment committee, which oversees a variety of investment solutions tailored to meet client needs.
In addition to overseeing platform development, Aaron works closely with advisors to help them refine their niche, strengthen their value propositions, and plan for long-term success through Alden’s succession planning program. His vision extends to positioning advisors as their communities’ leading wealth management experts, ensuring they deliver superior client experiences backed by cutting-edge technology and robust operational support.
Aaron has also collaborated with Alden’s Chief Marketing Officer, Laura DeGraff, to enhance the firm’s marketing strategies. Together, they’ve helped advisors craft their brand stories, improve digital marketing efforts, and develop model portfolios that align with their clients’ goals. Aaron’s efforts are focused on helping advisors drive growth, preserve their legacy, and provide their clients with the highest level of service.
Before joining Alden, Aaron gained extensive experience in asset management, wholesaling, and business development. He has worked within TAMPs, the RIA space, and broker-dealer channels, giving him a comprehensive understanding of advisor needs and the ability to create bespoke solutions that enhance advisor and client outcomes. His capital markets and portfolio management background provides the foundation for his leadership at Alden, where he oversees a strategic asset allocation process that includes qualitative and quantitative screening, ongoing review, and portfolio personalization. Aaron collaborates closely with Alden’s institutional team to refine and deliver the firm’s alternative investment offerings. He spearheaded the creation of the Alden endowment models and liquid alts strategies alongside CEO, Lee Calfo.
Aaron holds an honors degree in Finance from Rutgers University and studied at Sydney Business School. He lives in Wayne, PA, not far from Alden’s office, with his fiancée Anna and their Samoyed, Chuda.
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