Lisa Goldberg

Managing Director and Head of Research at Aperio Group LLC - Sausalito, CA, US

Lisa Goldberg's Colleagues at Aperio Group LLC
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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Lincoln Fleming

Director, Tax Economist

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Fae Saleh

Vice President

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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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Lisa Goldberg's Contact Details
Email (Verified)
***@aperiogroup.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
415-339-4300
Location
Berkeley,California,United States
Company
Aperio Group LLC
Lisa Goldberg's Company Details
Aperio Group LLC logo, Aperio Group LLC contact details

Aperio Group LLC

Sausalito, CA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

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 120 employees• $50B in Assets Under Management as of 9/30/2021

Tax Loss Harvesting Factor-Tilted Strategies (Customized Beta) Socially Responsible Investing (ESG) Passive Investment Strategies Tax-Loss Harvesting Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management Investment Banking Asset Management Finance
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Frequently Asked Questions about Lisa Goldberg
Lisa Goldberg currently works for Aperio.
Lisa Goldberg's role at Aperio is Managing Director and Head of Research.
Lisa Goldberg's email address is ***@aperiogroup.com. To view Lisa Goldberg's full email address, please signup to ConnectPlex.
Lisa Goldberg works in the Investment Management industry.
Lisa Goldberg's colleagues at Aperio Group LLC are Nicholas Walsh, Mark Bateman, Kevin Bogert, Lincoln Fleming, Fae Saleh, Jialing CFA, Michelle Shkedi and others.
Lisa Goldberg's phone number is 415-339-4300
See more information about Lisa Goldberg