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
Ben Alexander
Ben Alexander
Business Development Associate
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
Jacob Barnes
Jacob Barnes
Software Engineer
Ana Barrett
Ana Barrett
Investment Operations Associate
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
Nicole Bellefeuille
Nicole Bellefeuille
Manager of Marketing Projects
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
Caleb Brejda
Caleb Brejda
Business Development Associate
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
Martina Carter
Martina Carter
Senior Investment Operations Associate
Leyland Chin
Leyland Chin
Portfolio Specialist
Jonathan Chow
Jonathan Chow
Associate Portfolio Manager
Lisa Clossey
Lisa Clossey
Business Solutions Architect
Max Converse
Max Converse
Junior Operations Analyst
Matthew Czuj
Matthew Czuj
Associate Portfolio Manager
Jack Delaney
Jack Delaney
Portfolio Manager – ESG Implementation
Matthew De Mass
Matthew De Mass
Manager of Investment Operations
Amar Desai
Amar Desai
Investment Operations Associate
Hiep Dinh
Hiep Dinh, CIPM
Director of Operations
Brian Drake
Brian Drake
Senior DevOps Engineer
Joel Edelson
Joel Edelson, CAIA
Client Relationship Manager
Elle Efimoff
Elle Efimoff
Business Development Associate
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
Senior 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, PFS
Senior Tax Economist
Sebastian Frei
Sebastian Frei
Investment Operations Associate
Katherine Gabriana
Katherine Gabriana, CFA
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
Lisa Goldberg
Lisa Goldberg, PhD
Director of Research
Jameel Gould
Jameel Gould
Associate Portfolio Manager
Dan Greenberg
Dan Greenberg, CFA
Client Relationship Manager
Marcellus Haynes
Marcellus Haynes
Software Engineer
Lai Inthavong
Lai Inthavong
Administrative Assistant
Shanique Jackson
Shanique Jackson
Business Development Associate
Forrest Johnston
Forrest Johnston
QA Automation Engineer
Richard Jordan
Richard Jordan
Systems Administrator
Kyle Jorgensen
Kyle Jorgensen
Senior Investment Operations Associate
Betty Jung
Betty Jung
HR Business Partner
Alex Kancov
Alex Kancov
Head of Aperio Technology
Ryan Kawashima
Ryan Kawashima
Salesforce Administrator
Andrew Kendall
Andrew Kendall
Business Development Associate
Piotr Knap
Piotr Knap
Software Engineer/Application Architect
Brian Ko
Brian Ko
Lead Portfolio Manager
Mike Krystof
Mike Krystof
Senior Salesforce Architect (Boise, ID)
Willie Kwan
Willie Kwan
Lead Portfolio Manager
Dianelle Lacy
Dianelle Lacy
Client Operations Lead
Petar Lalovic
Petar Lalovic, CFA
Investment Strategist
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
Michael Lee
Michael Lee, CFA
Client Relationship Manager
Robert Lee
Robert Lee
Junior Operations Analyst
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
Head of Client Operations
Anselm Liu
Anselm Liu
Associate Portfolio Manager
Jialing Lu
Jialing Lu, CFA
Lead Portfolio Manager–Research, Performance, and Risk Management
Christian Lupica
Christian Lupica
Senior Business Development Associate
Helena Macy
Helena Macy
Database Developer
Libett Magaña
Libett Magaña
Senior Business Development Associate
Nancy Malik
Nancy Malik
Chief of Staff
Slava Malkin
Slava Malkin
Senior Quantitative Researcher
Jesse Marlow
Jesse Marlow
Junior Operations Analyst
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)
Heather Minuk
Heather Minuk
Client Contracts Associate
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
Tom O’Connor
Tom O’Connor
Senior Business Development Associate
Chinelo Oluboyo
Chinelo Oluboyo
Database Engineer
Nelli Oster
Nelli Oster, PhD
Director of ESG/SRI
John von Paris
John von Paris, CFA, CPA
Client Relationship Manager
James Patterson
James Patterson
Client Operations Associate
Dustin Peterson
Dustin Peterson
IT Operations Manager
Mary Phillips
Mary Phillips
Head of Aperio Compliance
Robert Quimjian
Robert Quimjian, CFA, ASA
Portfolio Manager–Portfolio Trading
Chelsy Ray
Chelsy Ray
Marketing Collateral Coordinator
Lucas Reisdorf
Lucas Reisdorf, CFA, CQF
Lead Portfolio Manager
Ellen Reynolds
Ellen Reynolds
Client Relationship Manager
Nicholas Riselli
Nicholas Riselli
Client Operations Associate
Andrew Ritchie
Andrew Ritchie
Investment Operations Associate
Nahshon Rollins
Nahshon Rollins
Client Operations Analyst
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
Investment 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
Christine Sinicrope
Christine Sinicrope, CFA
Associate Portfolio Manager – ESG Implementation
Will Sipila
Will Sipila
Senior Data Architect
Stephanie Stetson
Stephanie Stetson, CFA
Client Relationship Manager
Michael Stevens
Michael Stevens
Senior Client Relationship Manager (Boston)
Ryan Stever
Ryan Stever, PhD
Director of Research
Eric Su
Eric Su
Portfolio Manager
Annie Tan
Annie Tan
Manager of ESG Implementation
Bill Tantalla, CIPM
Bill Tantalla, CIPM
Associate Portfolio Manager
Puren Akcali Tekin
Puren Akcali Tekin
Performance Analyst
Paul Tsyhura
Paul Tsyhura
Database Engineer
Robert Tymoczko
Robert Tymoczko
Director of Portfolio Management
Simge Ulucam
Simge Ulucam
Quantitative Researcher
Julie VanDervort
Julie VanDervort
Associate Portfolio Manager
Christopher Vinyard
Christopher Vinyard, CFA
Portfolio Manager
Nick Walsh
Nick Walsh
Client Operations Associate
Andrew Ward
Andrew Ward
Senior Software Engineer of R&D
Jack Wiggins
Jack Wiggins
Client Operations Analyst
Austin Wilson
Austin Wilson
Head of Active Ownership and Associate ESG/SRI Investment Strategist
Hilda Wong
Hilda Wong
Senior Investment Operations Analyst
Eugene Yim
Eugene Yim
Senior Investment Operations Associate
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
Chris Zweigle
Chris Zweigle
Portfolio Trader

© 2021 BlackRock, Inc. All rights reserved.

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations.

This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of yields or returns, and proposed or expected portfolio composition. Moreover, any historical performance information of other investment vehicles or composite accounts managed by BlackRock, Inc. and/or its subsidiaries (together, “BlackRock”) included in this material is presented by way of example only. No representation is made that any performance presented will be achieved, or that every assumption made in achieving, calculating or presenting either the forward-looking information or the historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein by way of example. Past performance is no guarantee of future results.

The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.

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