Aaron M. Bernstein

Managing Partner

Aaron M. Bernstein is a Co-Founder and Managing Partner of TrustServe. Prior to TrustServe, Aaron served as Vice President at SS&C ALPS and a leader of its Hedge Fund Services and Family Office Services businesses. Aaron also served as the Head of the client on-boarding and the business analyst departments, and had extensive responsibility for overseeing large teams and operations technology. He is an expert in complex fund structures and trading strategies, including alternative energy investments. Aaron was instrumental in the growth and success of SS&C ALPS and its predecessor, Kaufman Rossin Fund Services.

Aaron earned his Bachelor’s degree in Finance with honors from the University of Florida where he was a member of Florida Blue Key.