Aaron Gurwitz, PhD
Given his stellar record, and his long work history with our founding partners, it was only natural we would seek Aaron’s experience and expertise as we at Summit Trail formulate the best advice we can give our clients. When not advising Summit Trail, Aaron teaches at New York University as an adjunct instructor of economics.
At Barclays, Aaron was global Chief Investment Officer of the Wealth and Investment Management division. Prior to Barclays, Aaron was a Managing Director of Lehman Brothers’ Investment Management Division. Previously, over his 16 years at Goldman Sachs and Co., he was a Senior Strategist for Private Wealth Management; a Senior Economist in the Equity Research Department; the Manager of the Municipal Capital Markets Group. While he was serving as a member of the Goldman Fixed Income Research Department, he was twice elected First Team All-American Municipal Portfolio Strategist by Institutional Investor magazine. Before joining Goldman Sachs, Aaron was Vice President and Senior Economist in the Bond Market Research Department of Salomon Brothers, Inc. Prior to that he was Research Officer and Manager of the Regional Economics Group at the Federal Reserve Bank of New York.
Upon completing his PhD in Economics from Stanford, Aaron spent three years with the Rand Corporation as an Economist analyzing Domestic and National Security Policy. Prior to that he had earned a second Masters Degree, spent three years as a Peace Corps Volunteer in the Republic of Korea, and taught at Michigan State University in the Economics department.
He has published several articles and white papers, many in proprietary publications of the Rand Corporation, Salomon Brothers, Goldman Sachs, Lehman Brothers, and Barclays; has appeared on CNBC; and his book Managing a Family Fixed-Income Portfolio, was standard reading at Goldman Sachs—for employees and clients.
BA, State University of New York at Binghamton, Philosophy
MA, Adelphi University, English Language and Literature
MA, Stanford University, Educational Administration and Policy Analysis
PhD, Stanford University, Economics
Managing a Family Fixed-Income Portfolio, John Wiley & Sons, Hoboken, NJ, 2001
The Cleveland Metropolitan Economy, The Rand Corporation, Santa Monica, CA, 1982
The Economics of Public School Finance, Ballinger, Cambridge MA, 1982