Aperio Group
- Teams
- Investment Operations Team
Investment Operations Team
About
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.
Team members
Adam Breech
Senior Operations Process Impr...
Amrit Saini
Investment Operations Associat...
Ana Barrett
Investment Operations Associat...
Andrew Ritchie
Investment Operations Associat...
James Carlassare
Investment Operations Associat...
Jesse Marlow
Junior Operations Analyst
Kyle Jorgensen
Senior Investment Operations A...
Martina Carter
Senior Investment Operations A...
Matthew De Mass
Manager of Investment Operatio...
Max Converse
Junior Operations Analyst
Robert Lee
Junior Operations Analyst
Sebastian Frei
Investment Operations Associat...
Thuy Morrissey
Investment Operations Associat...
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