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. 

Consulting

Aperio Group

Liz Michaels

Hiep Dinh

Austin Wilson

Jack Lindstrom

Ashley Lech

Antonius Gan

Mary Phillips

Nancy Malik

Alex Kancov

Naitik Mehta

James Yoon

Lisa Goldberg

Nick Arnold

Nelli Oster

Mark Bateman

Patrick Geddes

Nicole Bellefeuille

Andrew Bartell

Robert Tymoczko

The Aperio Group's executive team has a wealth of experience in a variety of industries, including retail, finance, and shipping. They have also held various roles within companies, such as product manager, decision analyst, and operating strategist. Furthermore, the team is well-educated, with degrees from prestigious universities such as UC Berkeley and the University of Waterloo.

CEO and Executive Team

Leadership Team

CEO and Executive Team

About

Other teams at Aperio Group

Leadership Team