Aaron Davis Bock

Director of Research - Equity at The Colony Group LLC

Finance

Consumer Services

Profile

Mr. Aaron D.
Bock, CFA, is a Senior Portfolio Manager & Director of Manager Research at The Colony Group LLC.
He is responsible for the oversight of the mutual fund, exchange-traded fund, and separately managed account strategies.
In addition, he performs equity research and analysis and is a member of the team that manages The Colony Group’s large-cap and mid-cap strategies.
He started at the firm as a Research Associate and an Assistant Portfolio Manager.
Prior to joining The Colony Group in 2006, Mr. Bock was a Portfolio Administrator at State Street Corp., where he processed trades, researched income exceptions, and compiled reports of daily activity for mutual funds.
He earned a Bachelor of Arts in Psychology from Syracuse University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Aaron Davis Bock active positions

Companies	Position	Start
The Colony Group LLC The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.	Director of Research - Equity	2021-12-31

All active positions of Aaron Davis Bock

Former positions of Aaron Davis Bock

Companies	Position	End
STATE STREET CORPORATION	Corporate Officer/Principal	-

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Training of Aaron Davis Bock

Syracuse University

Undergraduate Degree

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Linked companies

Listed companies	1
STATE STREET CORPORATION	Finance

Private companies	1
The Colony Group LLC The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.	Finance