Aaron Merten is an investment strategist and paraplanner with nine years of cross-industry experience, currently leading investment strategy at Merten Capital from Dayton, Ohio. He designs and executes tailored portfolios, conducts deep market analysis, and partners with external firms to integrate suitable products for client goals. Known for regular performance monitoring and clear reporting, he translates complex investment data into actionable updates for senior management and clients. His background in education and teaching sharpens his focus on improving internal processes, communication, and client-facing reporting. Aaron also brings a product-minded perspective from his work curating technical content for Microsoft Managed Desktop, blending investment expertise with structured content and stakeholder engagement. Colleagues cite his analytical rigor and collaborative approach as catalysts for more informed, client-centered decision-making.
9 years of coding experience
Bachelor of Science (BS), Education, Bachelor of Science (BS), Education at Miami University
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