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Aaron Bedrick

Chief Executive Officer at Symphony Strategies, LLC

Aaron Bedrick is the Chief Executive Officer and founder of Symphony Strategies, LLC, a private advisory firm that works with families across the United States.21 His professional journey includes:

  1. 2020-present: Founded and leads Symphony Strategies, LLC, acting as the chief advisor to shareholders on strategic initiatives to maximize return on investment.1

  2. 2010-2020: Worked in a Single Family Office focused on healthcare and financial services. Started as an oil futures analyst and trader, eventually promoted to COO. Restructured the business, introduced new teams for private investment and legal, creating millions of dollars in yearly value.1

  3. 2015-2019: Served as an Independent Financial Consultant, building financial models and presentations for businesses and funds in tech, real estate, and shipping sectors.1

  4. 2011-2013: Worked as a Financial Analyst and Author at Casey Research, publishing over 20 articles for a reader base of 30,000+ paying clients.1

  5. 2009-2010: Began his career as an analyst and junior trader at Merc Partners, LLC.1

Aaron Bedrick graduated from Pennsylvania State University in 2009 with a B.S. in Finance.1 He is based in New York, NY, and leverages his extensive experience in family office management, financial analysis, and strategic advisory to assist families with wealth stewardship.3

Related Questions

What are some of the key strategic initiatives Aaron Bedrick has implemented at Symphony Strategies?
How did Aaron Bedrick's experience at the Single Family Office influence his approach at Symphony Strategies?
What sectors has Aaron Bedrick worked with as an independent financial consultant?
Can you provide examples of the financial models Aaron Bedrick created for his clients?
What was Aaron Bedrick's role at Casey Research, and how did it shape his career?
Aaron Bedrick
Aaron Bedrick, photo 1
Aaron Bedrick, photo 2
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Location

New York, New York, United States