Welcome to Aaron’s Referral Page

Hi!

Given that you are here, one of your friends, colleagues, or perhaps a family member thought you could benefit from my financial planning services. If you would like to learn more about me, please watch this short introductory video first and expand the tabs below. After that, you can decide whether you would like to learn more (there are more videos and information below).

Ultimately, if you would like to take the first step, you can set up a complimentary consultation with me using the calendar at the bottom of this page.

  • Adjunct professor for University of Florida’s Master of Science in Finance (MSF) program
  • Executive program for financial accounting and analysis (London Business School)
  • PhD in Mathematical Finance (University of Florida)
  • Accelerated Master’s Degree in Applied Mathematics (University of Florida)
  • Dual undergraduate degrees in mathematics and statistics (University of Florida)
  • Minor in actuarial sciences
  • Investment banking training program (JPMorgan)
  • Inaugural International Baccalaureate class in the Deerfield Beach school system
  • Voracious reader of books on investments – especially those by and about investing greats
  • 1996: Worked as a quantitative analyst on William R. Hough’s proprietary trading desk
  • 1999: Joined JPMorgan’s highly regarded Risk Management department
  • 2001: Transferred to Equity Derivatives Research in London
  • 2005: Recruited by Barclays Capital to build their equity research platform.
  • 2011: Launched Aaron Brask Capital to focus on investment and planning services
  • 2018: Started adjunct professorship for University of Florida’s Master of Science in Finance (MSF) program

Aaron was born in St. Louis but grew up in South Florida, leading an active lifestyle around tennis, basketball, and surfing. Work brought him to New York first, and then London, where he met his wife Stephanie. After nine years in London and a short sabbatical in France, they moved to South Florida. Aaron and Stephanie are proud parents of Michael and Victoria, but still enjoy tennis, traveling, and other activities when life allows.


Most watched video (tax torpedo)


Financial professionals


Overview of my financial planning process


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