Aperio Group
Jonathan Chow is an experienced finance professional currently serving as a Portfolio Manager at Aperio since March 2021, after holding the position of Associate Portfolio Manager. Prior experience includes a role as Portfolio Analytics, Risk and Reporting Consultant at Oaktree Capital Management, L.P. from February 2020 to January 2021, and as a Foreign Exchange Sales and Trading professional at both Union Bank and East West Bank. Earlier in their career, Jonathan served as a Portfolio Guideline Analyst at Capital Group | American Funds. Jonathan holds a Bachelor's degree in International Studies from UC Irvine and a Master's degree in Financial Analysis from the University of San Francisco.
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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.