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 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.

Investment Strategy Team

Client Operations Team

Portfolio Management Team

Software Development Team

Investment Strategy Team

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Team members

Other teams at Aperio Group

Client Operations Team

Portfolio Management Team

Software Development Team