Aidan Sloan Smith

Principal, Director

Sloan is a Principal & Director at Innovest and a member of the Investment Committee, which drives the firm’s investment related research and due diligence. He serves as a consultant working primarily with institutions and families. He is the Director of the Due Diligence Group, responsible for independently sourcing investment managers. Sloan is responsible for covering traditional equity and fixed income investments as well as alterna-tive investments. He is also a member of the NexGen Society. Members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations. The elite NexGen members are selected by Innovest’s executive team and receive specialized training and responsibilities. Sloan, a New Hampshire native, holds an undergraduate and MBA degree from the University of Notre Dame where he graduated cum laude. He is a Chartered Alternative Investment Analyst (CAIA) and is also a former member of the Notre Dame Varsity lacrosse team. Sloan also holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. Sloan is on the Board for Economic Literacy Colorado, which empowers Colorado students to achieve a lifetime of economic understanding and financial freedom.

Talks About
#investment #finance

Preferred Locations
#NorthAmerica