Lawrence Bevir, CFA, currently serves as a Portfolio Manager at Aperio since 2023, focusing on the daily trading and rebalancing of client portfolios and providing analysis during strategy transitions. Prior to this role, Bevir was an Associate Portfolio Manager at Aperio from 2020 to 2022 and a Senior Wealth Strategy Associate at UBS from 2019 to 2020, where responsibilities included conducting research on various investment opportunities and assisting with asset allocation decisions. Bevir's experience also encompasses a role as a Trade Quality Control Analyst at Natixis Investment Managers from 2016 to 2019, managing model reconciliation and contributing to error reduction in trading processes, along with serving as an Operations Assistant at BTR Capital Management in 2015-2016. Bevir holds a BA in Economics from the University of California, Davis, and additional education from the University of California, Berkeley.
Sign up to view 0 direct reports
Get started