Aron Pinson, CFA

Founder

As Founder and Chief Investment Officer at Equinum, Aron helps clients by managing their investments with complex strategies tailored to their individual needs. He also brings a longstanding passion for investing that predates his professional experience in the business.

From the young age of 13, Aron was involved in equity markets, trading his own accounts and learning all he could about the complexities of financial marketplaces. Today he leverages over 15 years of professional financial market experience, with a service history as a financial advisor consultant, equity analyst, and risk manager. He is a CFA® Charterholder and a member of the CFA® Institute.

Beyond investing in the public markets, Aron has buoyed multiple private companies by providing working capital and leadership guidance to great success—mostly through the JTank platform. He also shares his business wisdom with the many who reach out for assistance in their businesses.

Aron and his wife Shani have been investing in their marriage since 2007. To this day, he calls his five gorgeous boys his greatest ROI. Aron also serves on the board of his local synagogue, and is active in many local and national charitable organizations.

Click here to learn more about the CFA® Institute and what it means to be a CFA® Charterholder

Aron's favorite quote:
'The stock market is a device for transferring money from the impatient to the patient'
Warren Buffet

Jacob Halberstam

Director

Jacob serves as Director of Financial Planning at Equinum. In this capacity he helps clients with lifecycle planning, including retirement planning, estate planning, investment planning and more. After entering the financial arena at a wealth management firm in the financial district in lower Manhattan, Jacob was recruited to Equinum for his keen knowledge and understanding of the topics that help clients’ bottom line.

As a hobby, Jacob undertook writing on various financial topics for a local Jewish publication while immersed in learning in Kollel. After attaining a loyal reader base Jacob decided to follow his calling, to invest in a career in finance. He enrolled in the Certified Financial Planning track at the Boston Institute of Finance to complement his knowledge, enabling him to advise clients with the most effective financial planning solutions.

Jacob is also actively involved in the community, where he serves on the alumni board of his former Yeshiva and volunteers for various charitable organizations.

Jacob's favorite quote:
'For those properly prepared, the bear market is not only a calamity but an opportunity'
John Templeton

Zacharia Waxler, CPA

Partner

Zacharia is a 20-year financial industry veteran. In his role as co-managing partner at Roth&Co, he oversees all facets of business and client development and frequently lectures throughout the financial community.

As an Investment Adviser Representative, he is venerated for his personal involvement with clients’ financial well-being. Over the years, Zacharia formed strong relationships with everyone from global businesses to government entities. He previously served as controller for a large not-for-profit, an experience that enriched his unique insider-outsider perspective on behalf of every client.

Zacharia received his B.S. (Honors) in Accounting from Touro College and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

He remains very active in his local community, frequently assisting with financial matters. He was an honoree at the Bonei Olam Dinner in Brooklyn, NY, and has led a team on the Bike 4 Chai charity race, pedaling over 175 miles in order to raise money.

Zacharia's favorite quote:
'An investment in knowledge pays the best interest'
Benjamin Franklin

Mendel Lerman

Advisor

As an investment advisor representative at Equinum, Mendel provides our clients with extensive investment analysis and helps them develop investment plans with properly diversify portfolios catered to their particular needs.

After working as a controller for one of the largest Jewish girls’ schools in the Tri-State area, Mendel made the transition to Equinum to pursue his passion for financial markets.

For as long as Mendel can remember, his father Gershon taught him the core principles and values of investing and financial literacy. This upbringing fostered a deep passion in Mendel for all areas of finance.

Using his passion as a springboard, Mendel pursued his knowledge of the industry and started an online investment forum which he used to teach investing strategies to other community members.

Mendel holds a B.S. in business from Excelsior College with a focus on accounting, as well as a Series 65 securities license.

Mendel remains very active in his local community, frequently assisting with financial matters and volunteering for various charitable organizations. 

Mendel's favorite quote:
'It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.'
Warren Buffet
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