Aldrich Wealth LP
- Retirement Plans
- Wealth Management
Miles joined Aldrich Wealth’s investment team in the Spring of 2022, where he works closely with our advisor teams to track market developments, rebalance accounts, allocate models, and trade with tax efficiency. Miles chose the wealth management career path as a way to help clients navigate their financial lives and help mitigate risk and stress from the investing process.
Before joining the firm, Miles worked for two local financial firms in the Portland area and held various roles from advisor to trader to financial analyst, and also worked on the operations side as it relates to client onboarding, alternative investments, and performance reporting.
Miles earned his Bachelor of Science in Business Administration, with a focus in finance from the University of Oregon, and has completed his series 65 exam. Miles is an avid sports fan and is the current freshman baseball coach for Jesuit High School.
In his free time, Miles enjoys the Oregon outdoors and frequents the Oregon coast, takes up snowboarding on Mt. Hood, and spends time in Bend and Eastern Oregon. Miles recently welcomed a new addition to his family, his four-month-old German Shepherd, Oakley, who now governs most of his free time.