Aaron is the Chief Investment Officer for Independent Financial Partners (IFP), a Registered Investment Advisor with over 500 advisors and located in the Tampa Bay area.
Prior to joining IFP, Aaron started his career in 2008 as a financial advisor for high net worth individuals at Koss Olinger Financial Group in Gainesville, Florida. While there, he constructed client portfolios, developed advanced retirement plans, estate plans, excel databases/models for economic and market analysis, and led an investment advisory committee. Mr. Gilman is a seasoned high net worth portfolio manager with a specialized focus in practical application of fintech and behavioral finance with the goal of smarter financial decision-making.
Aaron Gilman conducts analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directs all activities in IFP’s Asset Management Group. He serves as the head of the IFP Investment Advisory Committee. Aaron is also a partner at MarketPsych Insights, a company dedicated to providing a suite of client profiling tools for the modern financial advisor. MarketPsych Insights is a separate entity from IFP and LPL Financial.
Aaron Gilman in the News
Buy or bye? Gatekeepers warn on fund shop M&A
Aaron speaks about acquisitions, looking out for clients, and specialists firms. In his opinion, when smaller specialist fund shops are acquired, he starts looking elsewhere to maintain his status of being a fiduciary.
3 Things to Know About Immediate Annuities
Aaron discusses annuities from an analytical investing standpoint. Are they worth it? Will a client live long enough to make a return?