Portfolio Management Team

The Portfolio Management Team at Aperio Group (now part of BlackRock) is responsible for designing and managing customized investment portfolios for ultra-high-net-worth and institutional investors. The team focuses on achieving pre-tax performance that aligns with indexing while incorporating client-specific customizations like active tax management, ESG implementation, and risk reduction. This is achieved through a collaborative effort involving portfolio managers, associate portfolio managers, and specialists in research, trading, and performance analysis.