Darshan Ahluwalia
Senior Software Engineer
Ben Alexander
Business Development Associate
David Allison
Senior Product Manager – Portfolio Management
Nick Arnold
Head of Aperio Legal
Stefanie Assaro
ESG/SRI Investment Associate
Jacob Barnes
Software Engineer
Ana Barrett
Investment Operations Associate
Andrew Bartell
Process Engineering and Program Manager
Mark Bateman
Director of ESG/SRI Research (Salem, OR)
Sandrine Beddow
Receptionist and Administrative Assistant
Lawrence Bevir
Associate Portfolio Manager
Beyza Black
Client Operations Supervisor
Michael Branch, CFA
Manager of Portfolio Research
Adam Breech, CFP
Senior Operations Process Improvement Specialist
Caleb Brejda
Business Development Associate
Steve Britton
Associate Portfolio Manager
Taotao Cai
Quantitative Researcher and Research Infrastructure Lead
James Carlassare
Investment Operations Associate
Annie Carroll
Client Operations Associate
Martina Carter
Senior Investment Operations Associate
Leyland Chin
Portfolio Specialist
Jonathan Chow
Associate Portfolio Manager
Denis Cohen
Client Operations Associate
Max Converse
Junior Operations Analyst
Matthew Czuj
Associate Portfolio Manager
Jack Delaney
Portfolio Manager – ESG Implementation
Matthew De Mass
Manager of Investment Operations
Hiep Dinh, CIPM
Director of Operations
Brian Drake
Senior DevOps Engineer
Joel Edelson, CAIA
Client Relationship Manager
Elle Efimoff
Business Development Associate
Julie Enderson
Co-Head of Client Relationship Management Team (Denver)
Frances Fang
Legal Operations Analyst
Tori Ferguson
Senior Business Development Associate
Christine Fernandez, CFA
Associate Portfolio Manager – ESG Implementation
Igor Fisl, CFA
Software Engineering Manager
Lincoln Fleming, CFP, CPA, PFS
Senior Tax Economist
Sebastian Frei
Investment Operations Associate
Michelle Friedman
ESG/SRI Investment Strategist
Antonius Gan
Quality Assurance and Data Manager
Patrick Geddes
Senior Advisor and Chief Tax Economist
Lisa Goldberg, PhD
Director of Research
Jameel Gould
Associate Portfolio Manager
Dan Greenberg, CFA
Client Relationship Manager
Marcellus Haynes
Software Engineer
Lai Inthavong
Administrative Assistant
Shanique Jackson
Business Development Associate
Terrell Jenkins
Client Operations Associate
Matthew Johnson, CFA, CFP®
Tax Economist and Investment Strategist
Forrest Johnston
QA Automation Engineer
Kyle Jorgensen
Senior Investment Operations Associate
Alex Kancov
Head of Aperio Technology
Andrew Kendall
Business Development Associate
Griffin Kirchner
Client Operations Analyst
Piotr Knap
Software Engineer/Application Architect
Brian Ko
Lead Portfolio Manager
Mike Krystof
Senior Salesforce Architect (Boise, ID)
Willie Kwan
Lead Portfolio Manager
Petar Lalovic, CFA
Investment Strategist
Ashley Lech
Manager of Business Analytics & RFP
Michael Lee, CFA
Client Relationship Manager
Robert Lee
Junior Operations Analyst
Ran Leshem
Co-Head of Aperio & Chief Investment Officer
Janette Leyden-Hunt
Client Operations Lead
Jack Lindstrom
Head of Client Operations
Anselm Liu
Associate Portfolio Manager
Jialing Lu, CFA
Lead Portfolio Manager–Research, Performance, and Risk Management
Christian Lupica
Senior Business Development Associate
Helena Macy
Database Developer
Libett Magaña
Senior Business Development Associate
Nancy Malik
Chief of Staff
Slava Malkin
Senior Quantitative Researcher
Jesse Marlow
Junior Operations Analyst
Bruce McKay
Senior Software Engineer
Kirsten Meder, CAIA, CMT
ESG/SRI Investment Strategist
Naitik Mehta
Salesforce Systems Manager
Liz Michaels
Co-Head of Aperio (Chicago)
Heather Minuk
Client Contracts Associate
Evan L. Mizrachy, CFA, CAIA
Co-Head of Client Relationship Management Team
Daniel Montoya, CFA
Client Relationship Manager
Thuy Morrissey
Investment Operations Associate
Chinelo Oluboyo
Database Engineer
Nelli Oster, PhD
Director of ESG/SRI
Pooja Parikh
Software Engineer
John von Paris, CFA, CPA
Client Relationship Manager
James Patterson
Client Operations Associate
Robert Quimjian, CFA, ASA
Portfolio Manager–Portfolio Trading
Lucas Reisdorf, CFA, CQF
Lead Portfolio Manager
Ellen Reynolds
Senior Client Relationship Manager, Head of Central Region (Kansas City)
Nicholas Riselli
Client Operations Lead
Andrew Ritchie
Investment Operations Associate
Nahshon Rollins
Client Operations Analyst
Viv Rosenfeld
Business Analyst
Sujay Sahoo
Software Engineer
Amrit Saini
Investment Operations Associate
Katie Salvaterra
Senior Client Relationship Manager, Head of West Region
Ben Schneider, CFA
Senior Investment Strategist and Tax Economist
Harrison Selwitz
Quantitative Researcher
Nate Sewell
Quality Assurance Engineer
Michelle Shkedi
Manager of Investment Policy, Process, and Product
Penelope Sipila
Senior Data Architect
Frank Song, CAIA
Associate Portfolio Manager
Stephanie Stetson, CFA
Client Relationship Manager
Eric Su
Portfolio Manager
Annie Tan
Manager of ESG Implementation
Bill Tantalla, CIPM
Associate Portfolio Manager
Puren Akcali Tekin
Performance Analyst
Nicole Tiu
Client Operations Analyst
Paul Tsyhura
Database Engineer
Robert Tymoczko
Director of Portfolio Management
Simge Ulucam
Quantitative Researcher
Julie VanDervort
Associate Portfolio Manager
Christopher Vinyard, CFA
Portfolio Manager
Nick Walsh
Client Operations Associate
Jack Wiggins
Client Operations Analyst
Austin Wilson
Head of Active Ownership and Associate ESG/SRI Investment Strategist
Hilda Wong
Senior Investment Operations Analyst
Dorian Young, CFA, CAIA
Senior Investment Strategist
Susan Zhou
Associate Portfolio Manager
Monica Zhuang
Business/Financial Analyst
Chris Zweigle
Portfolio Trader