Jason Aronson, CFA

Jason Aronson, CFA, is the Founder and Chief Product Officer (CPO) at Willow, a company he established in January 2020. Based in the Greater Boston Area, Willow focuses on partnering with financial advisors and institutions to enhance their engagement with New Majority investors, including women, NextGen, BIPOC communities, and individuals navigating significant life events. The platform offers practice management seminars, coaching for advisors, and personalized financial guidance tailored to key life moments such as divorce and career changes.1

Professional Background

• Empirical Asset Management: Prior to founding Willow, Aronson served as a Portfolio Manager from October 2010 to January 2020. His role involved developing research and trading platforms and managing equity portfolios, including a machine learning-driven ESG strategy.
• StackUp: He also founded StackUp, a data-driven financial advisor ratings platform, which he operated from May 2017 to December 2018.
• Quantitative Analyst Roles: Aronson has held quantitative analyst positions at Santander Bank and Coverys, where he developed risk models and business intelligence platforms.1

Education

• Master’s Degree in Quantitative Finance from Bentley University (2008-2010).
• Bachelor’s Degree in Computational Finance and Computer Science from Babson College (2004-2008).1

Aronson's expertise combines finance with technology, aiming to make financial services more accessible and relevant to diverse populations.