Aperio Group
- Teams
- Investment Strategy Team
Investment Strategy Team
About
The Investment Strategy Team at Aperio Group designs and manages customized investment portfolios for ultra-high-net-worth and institutional investors. Leveraging quantitative research, active tax management, and ESG/SRI strategies, the team aims to deliver pre-tax performance comparable to indexing while providing client-specific customizations and risk reduction. Team members collaborate on research, portfolio construction, performance analysis, and active ownership to meet sophisticated client needs.
Team members
Austin Wilson
Head of Active Ownership & Ass...
Ben Schneider
Senior Investment Strategist &...
Dorian Young
Senior Investment Strategist
Harrison Selwitz
Quantitative Researcher
Hilda Wong
Senior Investment Operations A...
Kirsten Meder
ESG/SRI Investment Strategist
Matthew Johnson
Tax Economist & Investment Str...
Michelle Friedman
ESG & SRI Investment Strategis...
Monica Zhuang
Business & Financial Analyst
Petar Lalovic
Investment Strategist
Puren Akcali Tekin
Performance Analyst
Simge Ulucam
Quantitative Researcher
Slava Malkin
Senior Quantitative Researcher
Stefanie Assaro
ESG/SRI Investment Associate
Taotao Cai
Quantitative Researcher & Rese...
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