Meet Aidan, part of the driving force behind our investment analytics at Deerfield. With a boundless passion for numbers and data analysis, he helps lead our firm’s efforts in making informed and strategic investment decisions. As an Associate Advisor, Aidan utilizes his proficiency to manage investment assets and cultivate strong client relationships. Aidan is an integral part of every aspect of our firm’s wealth management processes, handling even the most intricate client situations with finesse. His expertise extends to providing valuable support to our Chief Investment Officer (CIO) as a member of the CIO Cabinet.
An alumnus of Indiana University, Aidan’s roots run deep as a lifelong Hoosier. He is a distinguished CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, showcasing his commitment to excellence in the financial services domain. During his college years, Aidan honed his expertise by dedicating four years to a boutique independent investment advisory firm in Fort Wayne, IN. This experience not only sharpened his skills in wealth management but also instilled in him a profound sense of service, leading him to discover and join Deerfield in 2018.
Currently residing in downtown Indianapolis, Aidan places immense value on physical health and an active lifestyle. His routine boasts weightlifting and golf, and his culinary inclinations result in flavorful yet health-conscious meals. He genuinely embraces urban life and the city of Indianapolis, often exploring new restaurants or savoring the simple joys of a warm summer evening over a cold beverage.
Outside of work, Aidan shares an adventurous spirit with his fiancée, Emily, a dedicated resident physician at Indiana University Health. Together, they work diligently to create a balance between their professional commitments and leisure time. Passionate about traveling, Aidan cherishes opportunities to embark on vacations with Emily, embracing new experiences and cultures with open arms. As a self-proclaimed minimalist, Aidan believes in simplicity and flexibility in life, possessions, and finances. This philosophy not only allows him to derive maximum enjoyment from the things he loves but also permeates into his financial planning approach when helping our valued clients.
At Deerfield, we take pride in having Aidan as a key asset on our team, providing exceptional financial expertise and a deep commitment to helping clients achieve their dreams and aspirations.
