Aperio Group
James Patterson is a seasoned professional in operations and management with significant experience in the financial sector and brand management. Currently serving as a Client Operations Associate at Aperio since November 2021, James previously held the position of Senior Operations Analyst at Kawa Capital Management, where responsibilities included overseeing financial processes and team management from September 2014 to September 2021. Previous roles include Brand Manager at Cheapsk8shoes.com, Park Operations Manager at Progressive Skate Park, and Sales Associate at Ambush Board Co. James holds an Associate's degree in Marketing Management from Chattahoochee Technical College and is a graduate of Sprayberry High School.
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Aperio Group
Aperio (now part of BlackRock) is a $40 billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction.