The Client Operations Team at Aperio Group ensures seamless support for ultra-high-net-worth and institutional investors by managing client relationships, addressing client inquiries, processing transactions, and overseeing account management. The team collaborates closely with wealth managers to provide customized portfolio solutions, active tax management, and risk reduction strategies, ensuring that client-specific needs are met efficiently and effectively.
Annie Carroll
Client Operations Associate
Beyza Black
Client Operations Supervisor
Dan Greenberg
Client Relationship Manager
Denis Cohen
Client Operations Associate
Ellen Reynolds
Senior Client Relationship Man...
Evan L. Mizrachy
Co-Head of Client Relationship...
Griffin Kirchner
Client Operations Analyst
Heather Minuk
Client Contracts Associate
Jack Lindstrom
Head of Client Operations
Jack Wiggins
Client Operations Analyst
James Patterson
Client Operations Associate
Janette Leyden-Hunt
Client Operations Associate
Joel Edelson
Client Relationship Manager
John von Paris
Client Relationship Manager
Julie Enderson
Co-Head of Client Relationship...
Katie Salvaterra
Senior Client Relationship Man...
Michael Lee
Client Relationship Manager
Nahshon Rollins
Client Operations Analyst
Nicholas Riselli
Client Operations Lead
Nick Walsh
Client Operations Associate
Nicole Tiu
Client Operations Analyst
Stephanie Stetson
Client Relationship Manager
Terrell Jenkins
Client Operations Associate
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