Aidan provides investment advisory services to individual clients, businesses and trusts. He guides clients and retirement plan participants by providing financial planning, investment and portfolio construction solutions. He joined Dopkins as an intern while pursuing his bachelor’s degree in Finance from Canisius University. Following his graduation in 2026, Aidan joined Dopkins Wealth Management full-time as an Associate Investment Advisor.

Education

• B.S., Finance, Minor in Spanish, Canisius University; Honors College Member

Technical Expertise

• Conversational Spanish

Community Commitment

An active member of the Canisius community, Aidan served as a student analyst for the Canisius College Golden Griffin Fund, a student-ran mutual fund, Aidan was responsible for analyzing stocks in a student managed portfolio, production of financial reports on different stocks and market trends, forecasting financial data to determine a target prices for individual company stocks, conducting comprehensive financial research and presentation of his analysis to other members of the fund.

Aidan also participated in the University’s CFA Institute Research Challenge. In this capacity, he worked on a team of students to analyze and value a subject company, produce a report to support an investment recommendation based on the company’s estimated intrinsic value, conducted a presentation to a panel of judges defending a target price in a competition against teams a at other universities based on quality of analysis and valuation. Aidan’s CFA team won the University’s 15th consecutive local competition.