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 Investment Operations Team at Aperio Group ensures the smooth execution of investment strategies by managing and optimizing operational processes. They handle trade processing, account reconciliation, client reporting, and performance measurement. Additionally, the team continuously seeks process improvements and efficiency enhancements to support the company's custom portfolio management and active tax strategies.


Investment Operations Team

Client Operations Team

Portfolio Management Team

Software Development Team

Investment Operations Team

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Team members

Other teams at Aperio Group

Client Operations Team

Portfolio Management Team

Software Development Team