Aperio

Investment Bank/Securities Brokerage - Sausalito, California, US

Aperio Employees
Nicholas Walsh

Client Operations Analyst

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Mark Bateman

Director of ESG/SRI Research

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Kevin Bogert

Associate Portfolio Manager

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Jialing CFA

Vice President, Portfolio Manager - Research

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Michelle Shkedi

portfolio manager - portfolio management research

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Aperio Senior Management
Lisa Goldberg

Managing Director and Head of Research

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Marc Fiore

Chief Marketing Officer

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Mark Nuti

Chief Financial Officer

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Alex Kancov

Chief Technology Officer

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Aperio Details

Aperio is an investment manager and part of BlackRock. For more than 22 years, we’ve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor. Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk. Because after-tax return is what truly matters to taxable investors, Aperio’s time-tested tax-loss harvesting and other tax economics techniques aim to enhance after-tax returns across a client’s entire equity portfolio. We offer the most granular level of SRI/ESG personalization to build portfolios perfectly aligned with clients’ beliefs and causes they care about, without sacrificing performance. Driven by our human-first philosophy, we are dedicated to providing unmatched personal service. Facts • Headquartered in Sausalito, CA • Over 130 employees • $48B in Assets Under Management as of 6/30/2022

Aperio logo, Aperio contact details
Employees: 96
HQ: (415) 339-4300
Location: Sausalito, California, US
Revenue: $56.7 million
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