Lucas Reisdorf

Lucas Reisdorf, CFA, CQF, has extensive experience in portfolio management and analysis, currently serving as Head of Portfolio Rebalancing and Analysis and Lead Portfolio Manager at Aperio since August 2015. Responsibilities include providing analytic support for over 5,000 separately managed accounts, fostering relationships with high-net-worth individuals and foundations, and implementing custom investment strategies, including Socially Responsible Investing. Prior to Aperio, Lucas worked as an Investment Operations Analyst, ensuring the accuracy of account reconciliations and improving back-office processes. Lucas began a career in finance as an intern at Sage Rutty & Co., Inc., where tasks included client meeting preparation and data management. Educationally, Lucas holds a Bachelor of Science in Mathematics from SUNY Brockport.