Aiden Fein

Aiden recently graduated from the Indiana University Kelley School of Business and passed the Series 65 exam, beginning his career in wealth management. His interest in the profession began at a young age, growing up with a father who worked as a financial advisor. He was naturally curious about the conversations he overheard and
would frequently ask questions. As his understanding of the profession grew, so did his appreciation for the opportunity to make a meaningful impact in people’s lives. That passion ultimately led him to pursue a career in wealth management.

Helping others has always been one of Aiden’s core values, and he believes the most rewarding part of wealth management is the opportunity to build lasting relationships while making a meaningful difference in clients’ lives.

Aiden is committed to continuous learning and plans to pursue both the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner™ (CFP®)
certification. He believes that investing in his own education allows him to better serve clients by providing thoughtful, well-informed guidance and helping them pursue their long-term financial goals.

During his time at Indiana University, Aiden studied abroad in Barcelona, Spain, where he had the opportunity to travel throughout Europe. Over the course of
three months, he visited 23 cities across 14 countries, with Krakow, Poland; Zermatt, Switzerland; and Palermo, Italy among his favorite destinations. The
experience gave him a lasting appreciation for different cultures and perspectives, and he looks forward to continuing his travels with a trip to Japan next summer.

He is very excited to start this new chapter of life and is looking forward to getting to know clients and colleagues and build meaningful relationships.