Principal, Winged Keel
Aaron Abrahms joined Winged Keel Group in 2003 and is a Principal of the firm. He works with clients on the development of large block life insurance portfolios and on the various applications of Private Placement products. His clients routinely utilize traditional life insurance products to finance estate taxes and/or use Private Placement Life Insurance and Annuities to shield investment returns from current period taxation.
Aaron works with families throughout the U.S. and is the co-head of Winged Keel Group’s San Francisco office. He has taken a leadership role with a number of Winged Keel Group’s key institutional and Family Office relationships. He is a member of the Association for Advanced Life Underwriting (AALU) and has been a featured speaker at insurance industry and Family Office events.
Aaron earned his MBA in Finance with Distinction from Columbia Business School. He graduated Cum Laude from the University of Pennsylvania and was an Academic All-American in Ski Racing.
An active parent of three with his wife, Ali, Aaron enjoys golf, skiing, and travel with his family and in his free time.