Aaron Stolpen, CFA®, Esq.
Director
Investment Team
Aaron plays a cross-functional role within TwinFocus spanning both investment advisory, inclusive of research and portfolio management, and family office advisory. He works directly with family office clients while supporting the sourcing, evaluation and selection of investment opportunities, strategies and managers. Aaron contributes to asset allocation and portfolio construction for individual family office portfolios, partnering closely with senior TwinFocus leadership to deliver tailored family office solutions. He leads comprehensive manager due diligence across asset classes and enhances the investment process efficiency by leveraging technology and strengthening coordination between the Investment and Family Office Management teams.
Prior to joining TwinFocus, Aaron spent more than a decade working closely with ultra-high-net worth clients managing portfolios and conducting investment research. Most recently, he served as Investment Strategist and Portfolio Manager at Legacy Advisors, where he led manager due diligence across asset classes, contributed to portfolio construction and strategy, and oversaw daily management of over $5 billion in client portfolios for high and ultra-high net worth families. Previously, he held senior portfolio management and investment research roles at Domani Wealth and Tarbox Family Office, where he rose to Director of Investment Research managing close to $1 billion for ultra-high net worth families.
Aaron is a Chartered Financial Analyst (CFA) Charterholder, holds his Series 65 license, and is a member of the New York State Bar. He earned a Master of Business Administration and a Juris Doctor from George Washington University and a Bachelor of Arts in Philosophy and Religion from Bucknell University.
Get to know Aaron.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I’d be a chef. I love cooking and there’s something deeply satisfying about creating a meal that brings people together.
What do you enjoy doing outside of work?
Being a dad comes first — spending time with my kids is the best part of any day. Beyond that, I love cooking, playing and listening to music, and I’m a lifelong learner who’s always digging into something new.
What do you enjoy most about your job?
The puzzle of it. Every manager, every strategy, every market environment presents a different problem to solve. But what makes it meaningful is that the work ultimately serves real families — building relationships and helping people navigate complex financial decisions.
What unique personal skills make you great at your role at TwinFocus?
Intellectual curiosity and natural skepticism. I want to understand how something actually works, not just how it’s presented, and I’m always looking to go a level deeper. My background spans law, business, client management and finance, which gives me a habit of looking at investment problems from multiple angles. Years of working across multiple family offices have also taught me that the best research doesn’t happen in a vacuum — it comes from collaboration and building trust with the people around you.