By Muskan Arora
The CAIA Association has promoted Aaron Filbeck to managing
director for global content strategy.
Filbeck will lead the association’s global thought
leadership, research and content development agenda alongside the marketing and
coverage of industry events.
He sits on the global executive leadership team, and will report to John Bowman, currently CAIA's president and incoming CEO effective 1/1, Markets Group learned.
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"I am joining Bowman's executive leadership team and will be responsible for leading and developing CAIA’s global industry research and thought leadership agenda and sharing it across all of our channels and platforms," said Filbeck, as the team looks towards addressing challenges and opportunities for investment professionals in the coming campaigns.
"We are constantly looking around the corner and
helping our community focus on what’s coming, what’s new, and most relevant for
them and want that reflected in how we talk about ourselves," Filbeck told
Markets Group.
Filbeck joined the firm as an associate director for content
development in 2019 and moved up the ladder in 2021 to serve as a director of
global content development.
Before becoming the managing director, he also served as the
head of UniFi by CAIA for three years.
In the role, he led the UniFi team and was accountable for
driving the strategy of program development and product positioning. He
organized an external strategic advisory council of senior investment
professionals across some of the largest banks, asset managers, and independent
wealth firms.
Before joining the CAIA Association, Filbeck has served as
board director and chair for programs committee at the CFA Society for over a
year.
He has also
worked as a president of board of directors for a year at CFA Society in Columbus.
Filbeck has a master’s in finance from Penn State University
and B.S. in Finance from Penn State Erie.
