Aperio Group
Willie Kwan is an accomplished finance professional with extensive experience in portfolio management and investment analysis. Currently serving as Lead Portfolio Manager at Aperio Group, LLC since September 2016, Willie has held various roles, including Portfolio Manager and Associate Portfolio Manager. Previous experience includes working as an Independent Investor, as well as Senior Manager of Index Management at Charles Schwab Investment Management. Willie's career also encompasses positions at Thomson Reuters in portfolio analytics and data analysis, a corps member with AmeriCorps NCCC, and as a research assistant at both the Federal Reserve Bank of Boston and the Asset Development Institute. Willie began the professional journey as an Operations Analyst Intern at Heritage Investment Group. Willie holds a Bachelor of Arts in Economics from Brandeis University.
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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.