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Aaron Schmerbeck

    Home Staff Aaron Schmerbeck

    Aaron Schmerbeck

    Investment Advisor, Portfolio Manager ASchmerbeck@lcmcapitaladvisors.com
    Aaron was born and raised just outside Rochester, NY. After graduating from St. John Fisher College in 2004, Aaron moved to Tallahassee, FL. There he worked as a broker intern at Scottrade, Inc. while attending graduate school. In 2014, Aaron earned his doctorate degree in Economics from Florida State University. His research focused on financial economics, specifically asset prices and trading. Prior to obtaining his PhD, he worked as a research economist at Freddie Mac and the University of West Florida. In 2017, Aaron and his family moved to Venice, FL to be closer to family. He enjoys teaching and helping people, and maintains an adjunct position in Finance and Economics at University of South Florida. Following his passion for financial markets, he met Jon Lee. Given the opportunity, Aaron was excited to join the team and pursue a career at LCM Capital Advisors in late 2018. Outside of work Aaron enjoys playing golf, bike riding, and enjoying all that southwest Florida has to offer with his family. Aaron has completed his series 7, 63 and 65.
    Real name:
    Aaron Schmerbeck
    Email:
    ASchmerbeck@lcmcapitaladvisors.com
    Phone:
    941-822-0401

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    1924 South Osprey Avenue, Suite 202
    Sarasota, Fl 34239
    Phone: 941-822-0401
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    info@lcmcapitaladvisors.com

    At LCM Capital Advisors we specialize in high net worth portfolio design and asset protection based on our clients objectives.


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