Aaron Gilman

Aaron Gilman joined the Independent Financial Partners team in 2011 and serves as Chief Investment Officer. In this role, Aaron leads the firm’s investment research, due diligence, and portfolio management activities for IFP Advisors and IFP Securities. He also oversees IFP Asset Management and provides investment strategy and portfolio construction guidance to IFP’s advisors.

Aaron combines his investment management experience with a background in software development and quantitative research. He developed AssetManagementX, IFP’s internal asset management platform, and integrates technology into portfolio construction, trading, and advisor service.

Aaron graduated from the University of Florida with a Bachelor of Science in Business Administration, majoring in Finance with a minor in Real Estate.

Aaron holds the Chartered Financial Analyst (CFA) designation through the CFA Institute and the CERTIFIED FINANCIAL PLANNER® certification.