Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP in

Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP

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Podcast Co-Host at Capital Decanted
📍 Philadelphia, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
16 Years
Current Role
Podcast Co-Host
Job Level
Mid-senior
Location
Philadelphia, Pennsylvania, United States
Personality Overview

How Aaron shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aaron cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2024
Podcast Co-Host
Capital Decanted
11-2024
Managing Director, Content & Community Strategy
CAIA Association
12-2021 - 11-2024
Managing Director, Head of CAIA.nxt™ (formerly UniFi by CAIA)
CAIA Association
1-2021 - 12-2021
Director, Global Content Development
CAIA Association
1-2021
Adjunct Professor of Finance
Penn State University
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
M.S.
Penn State University
Bachelor of Science (B.S.)
Penn State Erie, The Behrend College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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