Aaron Vessels

Undergraduate Finance Student

Virginia Tech Finance Major graduating May 2026. Specializing in wealth management, fixed income, alternative investments with hands-on experience across firms and countries.

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vesselsaaron@vt.edu

(740) 516-0709

aaronvessels.com

Investment Analysis

Developing expertise in portfolio management, equity research, and alternative investments with CAIA certification in progress.

Academic Excellence

Virginia Tech Finance student with 3.56 GPA, managing $5MM fixed income portfolio through BASIS investment team.

Wealth Management

Worked directly with teams managing $1B+ in AUM across multiple families. International experience in Singapore and the U.S.

About Me

Finance professional with comprehensive experience in wealth management, investment analysis, and global markets.

Education & Background

Virginia Polytechnic Institute and State University

B.S. in Finance • May 2026

Overall GPA: 3.56/4.00

BASIS Investment Team

I/U Sector Analyst • August 2024 - Present

Student-run team managing $5MM fixed income portfolio within Virginia Tech Foundation's endowment using Bloomberg and other tools.

Certifications

FINRA Securities Industry Essentials (SIE) - July 2023
CAIA Level 1 (Scheduled September 2025)
Bloomberg Finance Fundamentals & Market Concepts - October 2023

Professional Experience

IPP Financial Advisors - Expat Advisory Group

Singapore

Wealth Management Intern • May 2025 - Present

Conducted ad hoc investment and currency research
Advised multi-currency portfolios
Assisted in preparing reports and presentations for client meetings
Accompanied consultants in client meetings

RBC Wealth Management

Columbus, Ohio

Wealth Management Intern • May 2024 - August 2024

Conducted market research to support investment advising for three advisors
Prepared portfolio equity reports in Excel with data from FactSet
Part of a team managing $1.1 Billion in assets
Created presentations for advisors on more than 100 clients

UBS Wealth Management

Columbus, Ohio

Wealth Management Intern • May 2023 - August 2023

Studied for and passed the FINRA SIE examination
Assisted in preparing reports and presentations for client meetings
Accompanied financial advisors in client meetings

Technical Skills

Microsoft Excel (Advanced)

VBA Programming

Bloomberg Terminal

Microsoft PowerPoint

Financial Analytics

FactSet

Projects & Research

A collection of financial analysis, research reports, and tools developed during my academic and professional journey.

Research Report 2025

Singapore Dollar Currency Analysis

Comprehensive analysis examining the Singapore Dollar as a long-term currency investment, including correlation studies with USD, gold, and equities. Features detailed case studies of SGD performance during global uncertainty periods.

Currency Analysis Correlation Studies MAS Policy

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Article 2025

Family Office Setup Guide

Published article for Capital Watch examining when and how high-net-worth families should consider establishing family offices. Covers structure recommendations, pros/cons, and alternatives.

Wealth Management Family Offices HNW Clients

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Resume 2025

Professional Resume

Current resume highlighting education at Virginia Tech, internship experience at top-tier wealth management firms, and ongoing professional certifications including CAIA preparation.

Virginia Tech Wealth Management FINRA SIE

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Analysis Tool 2025

DXY Index Analysis

Comprehensive Excel-based analysis tool for tracking and analyzing the U.S. Dollar Index (DXY), including technical indicators, trend analysis, and correlation studies with other major currencies.

DXY Analysis Technical Analysis Excel VBA

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FX Tool 2025

General FX Analysis Worksheet

Advanced Excel worksheet for foreign exchange analysis, featuring currency pair calculations, volatility tracking, and cross-currency analysis tools used in professional trading environments.

FX Analysis Currency Trading Risk Management

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