Managing Director, Content & Community Strategy, CAIA Association
Aaron Filbeck is Managing Director of Content & Community Strategy at CAIA Association and a member of its executive leadership team. In that role, he stewards the organization's strategy and positioning, leading a cross-functional team spanning thought leadership, brand strategy, and community experience, helping position CAIA as the trusted voice for the alternative investments industry.
He works closely with asset managers, institutional investors, and wealth platforms on portfolio construction, private markets strategy, and manager selection, helping investment professionals improve portfolio outcomes. As an external ambassador for CAIA, Aaron collaborates with industry leaders and investment professionals across forums, publications, and conversations.
Aaron founded what is now CAIA.nxt™, an online learning platform created to expand access to alternative investment education across the global ecosystem. What began as a bold initiative to rethink professional learning has grown into a scalable digital platform reflecting CAIA's broader commitment to being proactive and practical as capital markets evolve.
A frequent speaker and writer, Aaron regularly contributes to CAIA's educational programs, is regularly tapped by media outlets, and has been published in journals, books, and articles. Before joining CAIA, he built his career in private wealth management, advising high-net-worth clients on investment strategy, portfolio construction, and manager selection, a practitioner's foundation that continues to inform his work.
Aaron earned both his B.S. with distinction in Finance and his Master of Finance from Penn State University, where he serves as an adjunct professor and advisory board member. He holds the CAIA, CFA, CIPM, and FDP designations and is a CERTIFIED FINANCIAL PLANNER™ professional. He is Past President of CFA Society Columbus and currently serves as Vice President of CFA Society Philadelphia.