SharkPreneur 484: Growing an RIA with Charitable Giving with Andrew Aran
Growing an RIA with Charitable Giving
Andrew Aran, Regency Wealth Management
– The Sharkpreneur podcast with Seth Greene Episode 484 Andrew Aran
Andrew Aran joined Regency Wealth Management as a Partner in 2010 after a two-year affiliation with LPL Financial and over 18 years in Alliance Bernstein’s Fixed Income Division. As a Senior Vice President, he formed and headed Alliance’s corporate bond research group, managed institutional global credit portfolios, a credit-oriented hedge fund, and a retail balanced mutual fund. He has also helped manage numerous institutional and retail bond strategies including open end and close end mutual funds and money market funds. His prior experience includes research roles at PaineWebber, Citibank, and Standard & Poors after being a Relationship Manager at The Chase Manhattan Bank.
A visible and respected professional, Andrew has been published in Institutional Investors, authored a case study in Fabozzi’s Bond Credit Analysis: Framework & Case Studies, has been quoted in The New York Times and The Wall Street Journal; has been quoted or interviewed multiple times on Bloomberg and CNBC and has spoken at numerous financial conferences around the world. He also served on Markit iBoxx’s Oversight Committee. He is a member of the CFA Institute, FIASI, NYSSA (bond and stock analysts associations), and is an Associate member of The National Association of Personal Financial Advisors.
Andrew earned a B.A. from Rutgers University in 1978, an M.B.A. from Fordham’s Graduate School of Business in 1980 and was awarded a Chartered Financial Analyst designation in 1986. He served as President of the Bergen County Chapter of the New Canaan Society from 2011-2015 and still remains active within the organization. Andy is currently a member of the Advisory Board of Street 2 Street and is on the Christian Health Care Center’s Foundation Board. He previously Chaired the Trustee Board at Star of Hope Ministries in Paterson, N.J. He is a member of Grace Church of Ridgewood where he has served on the Elder Board and their finance committee. He is blessed by his marriage to Cindy and with their three children.
Listen to this informative Sharkpreneur episode with Andrew Aran about growing an RIA with charitable giving.
Here are some of the beneficial topics covered on this week’s show:
● How sharing the work of a client between people helps better serve the client.
● Why delivering excellence to their clients leads to word of mouth advertising.
● How investments have been impacted by the COVID-19 pandemic.
● Why it’s important to keep your clients informed and served right now.
● How you can create brand awareness by being involved in the community.
Connect with Andrew:
Guest Contact Info
facebook.com/RegencyWealthMangementNJ
linkedin.com/company/regency-wealth-management
Links Mentioned:
regencywealth.com
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