Aaron Bonck, CFA

Aaron Bonck, CFA

Vice President

Aaron assists public entities throughout the Western states with a full range of public funds investing services. This includes establishing Investment Policies aligning with GFOA’s Best Practices, opening necessary custody accounts, defining portfolio structure and risk tolerance, and finding investments that fit within the given portfolio structure. Aaron regularly attends statewide public entity finance conferences and has frequently been involved in teaching public funds investing sessions, including TVI’s popular “Public Funds Investing Made Easy” class. 

Additionally, Aaron researches and disseminates the firm’s Monthly Market Update for Public Entities that goes out to over 1,000 public entity finance professionals. On the same day as the Market Update, he also presents the popular “Behind the Numbers” webinar where he takes a deeper, more informative look at the information and data in the Market Update.

Aaron is a Chartered Financial Analyst (CFA) Charter holder.

View Aaron's Resume