Aaron is a director with Chatham Financial where he works with Financial Services clients offering risk management advisory and technology solutions to insurance companies, asset managers, GSEs, and other large financial companies. Aaron joined Chatham in 2013 where he has also been a leader on the Accounting Advisory team providing solutions for FX, interest rate, and commodity risk management to corporate clients. Prior to joining Chatham, Aaron worked at the Financial Accounting Standards Board and also as a consultant with Connor Group, providing IPO and technical accounting services. Aaron graduated summa cum laude from Brigham Young University with a BS and MS in Accounting and is a CPA in the state of Colorado. Aaron also earned his MBA from The Wharton School at the University of Pennsylvania where he graduated as a Palmer Scholar.

Jim is the Head of Asset Liability Management at Global Atlantic, responsible for ALM initiatives and macro / derivatives trading. Before joining Global Atlantic, Jim was a derivatives trader at Citigroup. Jim graduated from University of Virginia with distinction.

Cole graduated from the University of Colorado with degrees in philosophy, mathematics, and economics, with a certificate in actuarial studies. He spent two years as an actuarial associate at Empower Retirement working on annuity pricing models, and is now a quantitative analyst at Chatham Financial, a financial risk management advisory firm specializing in interest rate, foreign exchange, and commodity derivatives. Cole's work includes derivative pricing and analysis, and helping clients understand and hedge risk.

Steve is a Managing Director and leads our Financial Services practice, which specializes in offering risk management advisory and technology solutions to insurance companies, GSEs, and other large financial companies. Steve joined Chatham in 2005 and has held a variety of positions, including co-head of Chatham’s Accounting Advisory team. Prior to Chatham, Steve worked in the assurance practice at Ernst & Young, where he specialized in audits of financial institutions. Prior to EY, he worked at the Financial Accounting Standards Board on the Derivatives Implementation Group and worked on FAS 138, an amendment of FAS 133. Steve is a CPA and a member of the AICPA. He received his BS and Masters in Accounting from Brigham Young University.