Leadership Team

About

The Aperio Group has a leadership team with experience in various fields, including investment strategy, research, product development, and compliance. The team has a combined total of over 100 years of experience in the financial industry. They have worked at various companies, including BlackRock, Goldman Sachs, and Morningstar. They have also been involved with various organizations, such as the Sustainable Investment Institute (Si2) and the UC Santa Cruz Student Philanthropy Coordinators.

Team members

Alex Kancov

Head of Aperio Technology

Andrew Bartell

Process Engineering & Program ...

Antonius Gan

Quality Assurance & Data Manag...

Ashley Lech

Manager of Business Analytics ...

Austin Wilson

Head of Active Ownership & Ass...

Dustin Peterson

IT Operations Manager

Hiep Dinh

Director of Operations

Jack Lindstrom

Head of Client Operations

Lisa Goldberg

Director of Research

Liz Michaels

Co-Head of Aperio, Chicago

Mark Bateman

Director of ESG & SRI Research

MP

Mary Phillips

Head of Aperio Compliance

Nancy Malik

Chief of Staff

Nelli Oster

Director of ESG & SRI

Nick Arnold

Head of Aperio Legal

NB

Nicole Bellefeuille

Manager of Marketing Projects

Patrick Geddes

Senior Advisor & Chief Tax Eco...

Robert Tymoczko

Director of Portfolio Manageme...

Other teams at Aperio Group

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CEO and Executive Team

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