Aaron  Hilgemann CFA®

Aaron Hilgemann CFA®

Assistant Portfolio Manager

Aaron serves as the Assistant Portfolio Manager at Bāzis Private Wealth, LLC. In close collaboration with the firm's founder, Duane Bazis, he meticulously manages day-to-day investment operations and develops sophisticated portfolio strategies tailored to meet our clients' unique financial goals.

As a Chartered Financial Analyst® (CFA®) Charterholder, Aaron brings a wealth of knowledge and a commitment to excellence that is at the heart of our firm's values. The CFA designation, globally recognized and administered by the CFA Institute, underscores his expertise in investment analysis, portfolio management, and adherence to the highest ethical standards in finance.

With a solid academic background in Finance from the University of Nebraska-Lincoln and a FINRA Series 65 license, Aaron's understanding of the financial landscape is both comprehensive and current.

Professionally, Aaron has garnered valuable experience in Advisor Services, addressing the intricate investment needs of Financial Advisors and their clients. His tenure in Private Wealth has further honed his ability to offer customized services to both institutional and private clients, with a focus on strategic asset allocation and rigorous investment research.

Aaron's formative years in the United States Marine Corps, where he achieved the rank of Corporal, instilled in him a strong sense of discipline and leadership that now translates into his role in the financial sector.

Residing in Omaha, Nebraska, Aaron balances his professional responsibilities with personal interests that include travel, music, fitness, and spending quality time with friends and family.