Aperio Group, LLC
Aperio Group is an SEC-registered investment adviser.
Information about Aperio Group, LLC
Company Categories
Management Consulting, Tax-Loss Harvesting, Business Services, Factor-Tilted Strategies (Customized Beta), Socially Responsible Investing (ESG), Passive Investment Strategies,Aperio Group, LLC executive employees
mark bateman
Managing Director Director
brian ko
Lead Portfolio Manager
beyza black
Senior Client Onboarding
annie tan
Manager of ESG
andrew oswald
Portfolio Manager-Rebalancing Lead
aj nixon
Operations Manager
adam kuhn
Vice President Technology
terence lau
Senior Portfolio Manager
tori ferguson
Senior Business Development
michael miscio
Vice President Client
willie kwan
Portfolio Manager
mark nuti
Senior Financial and
michelle shkedi
Lead Portfolio Manager-Research
nick arnold
Head Of Legal
will sipilä
Investment Management
michael stevens
Senior Client Relationship
mike krystof
Senior Salesforce Architect
rick moreno
Director of Business
marcellus hayne
VP Software Engineer
matt b.
Project Manager
lisa goldberg
Head of Research
libett magaña
Senior Business Development
jenna salvay
Junior Operations Analyst
janette leyden-
Client Operations Lead
james yoon
Manager of Marketing
jack lindstrom
Director Head of
jack delaney
Portfolio Manager-ESG Implementatio
hiep dinh
Director
erik erickson
Senior Accountant
chuck baird
Senior Investment Operations
austin wilson
Head of Active
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