John D. Aiello

Manager, Portfolio Administration

John D. Aiello is the Manager of Portfolio Administration and ensures the quality and accuracy of the firm’s portfolio accounting data and performance reporting. John has more than 16 years of experience in the financial services industry in both operations and client service. He joined Shepherd Kaplan from Athena Capital Advisors where he was responsible for portfolio accounting operations. John also held a number of roles at State Street Bank covering data reconciliation, trading, and client service. Prior to State Street, John was at Fidelity Investments and provided operational support and subject matter expertise in the roll-out of new systems for the family office group. John holds a B.S. in Business Administration from the University of Massachusetts Lowell with a concentration in Management Information Systems. He is currently a candidate for a Master of Liberal Arts in Finance at Harvard University Extension School. John appreciates spending time outdoors, and especially skiing during the colder months.