Aidan Smith

Investment Operations Associate

“My whole thing is to inspire, to better people, to better myself forever.”

- Kendrick Lamar

What inspires me
The opportunity to be on an amazing team that allows me to impact people’s lives and help others achieve what they set out to do is my daily inspiration.


How I impact my clients
In my role, I help ensure the investment team provides best-in-class service for our clients. I participate in trading assets, track portfolios and models, and undertake research projects that provide the investment team with the diverse and in-depth information we need to make good decisions.


On the weekends
You can always find me doing something with my friends and family, whether playing or watching sports, going out to eat or just finding something fun to do.

Professional Affiliations

  • Member, CFA Institute
  • Member, CFA Society Seattle


  • Bachelor of Business Administration, Finance, Whitworth University