Aaron Shapley

Aaron Shapley, CIMA, CAIA, has a strong background in the investment industry with over two decades of experience. Aaron currently holds the position of Senior Vice President - National Sales & Strategic Partnership Director at Franklin Templeton, where they have been since 2017. Prior to that, they served as a Vice President at the same company from 2017 to 2024.

Before joining Franklin Templeton, Aaron worked as a Regional Director at Dimensional Fund Advisors from 2015 to 2017. Aaron also has experience at BlackRock, where they held the position of Director from 2007 to 2015. Earlier in their career, Aaron worked as a Registered Principal at Multi-Financial Securities Corporation and as a Senior Relationship Manager at Schwab Institutional.

Overall, Aaron's work experience has equipped him with a deep understanding of the investment industry, and they have held various leadership roles throughout their career.

Aaron Shapley holds a Bachelor of Arts degree from the University of California, Berkeley, which they obtained between 1993 and 1998. Aaron later pursued an MBA in Business Administration and Management from the Isenberg School of Management at UMass Amherst from 2003 to 2005. Additionally, they are also a Certified Investment Management Analyst (CIMA) and a Chartered Alternative Investment Analyst (CAIA), both obtained from the Investment Management Consultants Association and the CAIA Association, respectively. The specific months and years of obtaining these certifications are not provided.