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Experienced and responsive team 

Our portfolio managers, researchers, engineers, client service, and operations teams work closely together to serve advisors and their clients.

Team

Darshan Ahluwalia
Darshan Ahluwalia
Senior Software Engineer
David Allison
David Allison
Senior Product Manager – Portfolio Management
Nick Arnold
Nick Arnold
Head of Aperio Legal
Stefanie Assaro
Stefanie Assaro
ESG/SRI Investment Associate
Chuck Baird
Chuck Baird
Senior Investment Operations Analyst
Jacob Barnes
Jacob Barnes
Software Engineer
Andrew Bartell
Andrew Bartell
Process Engineering and Program Manager
Mark Bateman
Mark Bateman
Director of ESG/SRI Research (Salem, OR)
Sandrine Beddow
Sandrine Beddow
Receptionist and Administrative Assistant
Lawrence Bevir
Lawrence Bevir
Associate Portfolio Manager
Beyza Black
Beyza Black
Client Operations Lead
Kevin Bogert
Kevin Bogert
Associate Portfolio Manager
Michael Branch
Michael Branch, CFA
Manager of Portfolio Research
Adam Breech
Adam Breech, CFP
Senior Operations Process Improvement Specialist
Ross Brennan
Ross Brennan
Desktop Support Associate
Taotao Cai
Taotao Cai
Quantitative Researcher and Research Infrastructure Lead
James Carlassare
James Carlassare
Investment Operations Associate
Annie Carroll
Annie Carroll
Client Operations Associate
Jonathan Chow
Jonathan Chow
Associate Portfolio Manager
Lisa Clossey
Lisa Clossey
Business Solutions Architect
Max Converse
Max Converse
Junior Operations Analyst
Jack Delaney
Jack Delaney
Portfolio Manager – ESG Implementation
Matthew De Mass
Matthew De Mass
Manager of Investment Operations
Hiep Dinh
Hiep Dinh, CIPM
Director of Operations
Brian Drake
Brian Drake
Senior DevOps Engineer
Julie Enderson
Julie Enderson
Senior Client Relationship Manager, Head of Central Region (Denver)
Erik Erickson
Erik Erickson
Senior Accountant
Frances Fang
Frances Fang
Legal Operations Analyst
Tori Ferguson
Tori Ferguson
Business Development Associate
Marc Fiore
Marc Fiore
Head of Aperio Marketing
Igor Fisl
Igor Fisl, CFA
Software Engineering Manager
Lincoln Fleming
Lincoln Fleming, CFP, CPA
Tax Economist
Sebastian Frei
Sebastian Frei
Investment Operations Analyst
Katherine Gabriana
Katherine Gabriana, CFA
Associate Portfolio Manager
Antonius Gan
Antonius Gan
Quality Assurance and Data Manager
Rinata Garayeva
Rinata Garayeva
Recruiter
Patrick Geddes
Patrick Geddes
Senior Advisor and Chief Tax Economist
Patricia Gibbons
Patricia Gibbons, CAIA
Senior Manager of Marketing Projects
Lisa Goldberg
Lisa Goldberg, PhD
Director of Research
Michael Gorin
Michael Gorin
Client Operations Associate
Jeremy Handy
Jeremy Handy
Investment Operations Analyst
Lawrence Hing
Lawrence Hing
Head of Aperio Compliance
Forrest Johnston
Forrest Johnston
QA Automation Engineer
Richard Jordan
Richard Jordan
Systems Administrator
Betty Jung
Betty Jung
HR Business Partner
Alex Kancov
Alex Kancov
Head of Aperio Technology
Brian Ko
Brian Ko
Lead Portfolio Manager
Mike Krystof
Mike Krystof
Senior Salesforce Architect (Boise, ID)
Adam Kuhn
Adam Kuhn
Product Manager
Willie Kwan
Willie Kwan
Lead Portfolio Manager
Dianelle Lacy
Dianelle Lacy
Client Operations Lead
Petar Lalovic
Petar Lalovic, CFA
Portfolio Manager
Kenneth H. Lassner
Kenneth H. Lassner, CFA
Senior Client Relationship Manager, Head of East Region (New York City)
Terence Lau
Terence Lau
Manager of Portfolio Rebalancing & Analysis
Ashley Lech
Ashley Lech
Manager of Business Analytics & RFP
Michelle Leeds
Michelle Leeds
Senior Business Development Associate
Ran Leshem
Ran Leshem
Co-Head of Aperio & Chief Investment Officer
Janette Leyden-Hunt
Janette Leyden-Hunt
Client Operations Associate
Jack Lindstrom
Jack Lindstrom
Manager of Client Operations
Anselm Liu
Anselm Liu
Associate Portfolio Manager
Jialing Lu
Jialing Lu, CFA
Portfolio Manager–Portfolio Research
Libett Magaña
Libett Magaña
Business Development Associate
Nancy Malik
Nancy Malik
Chief of Staff
Mary McCulloch
Mary McCulloch
RFP Coordinator
Bruce McKay
Bruce McKay
Senior Software Engineer
Kirsten Meder
Kirsten Meder, CAIA, CMT
ESG/SRI Investment Strategist
Liz Michaels
Liz Michaels
Co-Head of Aperio (Chicago)
Michael Miscio
Michael Miscio
Client Operations Lead
Evan L. Mizrachy
Evan L. Mizrachy, CFA, CAIA
Senior Client Relationship Manager, Head of West Region
Rick Moreno
Rick Moreno
Director of Business Development
Michael Nguyen
Michael Nguyen
Investment Operations Analyst
Mark J. Nuti
Mark J. Nuti, CFA
Head of Aperio Finance
Tom O’Connor
Tom O’Connor
Business Development Associate
Eamon Olson
Eamon Olson
Back Office Manager
Chinelo Oluboyo
Chinelo Oluboyo
Database Engineer
Nelli Oster
Nelli Oster, PhD
Director of ESG/SRI
Dustin Peterson
Dustin Peterson
IT Operations Manager
Milena Price
Milena Price
Investment Operations Associate
Robert Quimjian
Robert Quimjian, CFA, ASA
Portfolio Manager–Portfolio Trading
Chelsy Ray
Chelsy Ray
Marketing Collateral Coordinator
Lucas Reisdorf
Lucas Reisdorf, CFA
Portfolio Manager
Ellen Reynolds
Ellen Reynolds
Client Relationship Manager
Nicholas Riselli
Nicholas Riselli
Client Operations Associate
Andrew Ritchie
Andrew Ritchie
Investment Operations Associate
Viv Rosenfeld
Viv Rosenfeld
Business Analyst
Sujay Sahoo
Sujay Sahoo
Software Engineer
Amrit Saini
Amrit Saini
Investment Operations Associate
Katie Salvaterra
Katie Salvaterra
Senior Client Relationship Manager
Jenna Salvay
Jenna Salvay
Junior Operations Analyst
Ben Schneider
Ben Schneider, CFA
Senior Investment Strategist and Tax Economist
Harrison Selwitz
Harrison Selwitz
Lead Portfolio Manager
Nate Sewell
Nate Sewell
Quality Assurance Engineer
Michelle Shkedi
Michelle Shkedi
Lead Portfolio Manager – Research, Process, and Systems
Will Sipila
Will Sipila
Senior Data Architect
Dan Spier
Dan Spier
Head of Portfolio Trading
Michael Stevens
Michael Stevens
Senior Client Relationship Manager (Boston)
Ryan Stever
Ryan Stever
Director of Research
Eric Su
Eric Su
Associate Portfolio Manager
Annie Tan
Annie Tan
Manager of ESG Implementation
Puren Akcali Tekin
Puren Akcali Tekin
Performance Analyst
Robert Tymoczko
Robert Tymoczko
Director of Portfolio Management
Simge Ulucam
Simge Ulucam
Quantitative Researcher
Christopher Vinyard
Christopher Vinyard, CFA
Associate Portfolio Manager
Nick Walsh
Nick Walsh
Client Operations Analyst
Andrew Ward
Andrew Ward
Senior Software Engineer of R&D
Austin Wilson
Austin Wilson
Head of Active Ownership and Associate ESG/SRI Investment Strategist
Hilda Wong
Hilda Wong
Senior Investment Operations Analyst
James Yoon
James Yoon
Manager of Marketing Communications
Dorian Young
Dorian Young, CFA, CAIA
Senior Investment Strategist
Mohammad Youssef
Mohammad Youssef
Help Desk Analyst
Monica Zhuang
Monica Zhuang
Business/Financial Analyst