Experienced and responsive team.

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

Team

Kandarp Acharya
Kandarp Acharya, CFA, FRM
Head of Portfolio Management and Deputy CIO of Aperio
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 SMA & Models Contracting
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
Head of Values-Aligned Investing Research
Sandrine Beddow
Sandrine Beddow
Receptionist and Administrative Assistant
Lawrence Bevir
Lawrence Bevir
Associate Portfolio Manager
Beyza Black
Beyza Black
Client Operations Supervisor
Michael Branch
Michael Branch, CFA
Manager of Investment Oversight and Research
Adam Breech
Adam Breech, CFP
Senior Operations Process Improvement Specialist
Caleb Brejda
Caleb Brejda
Client Relationship Manager
Steve Britton
Steve Britton
Associate Portfolio Manager
Taotao Cai
Taotao Cai
Quantitative Researcher and Research Infrastructure Lead
James Carlassare
James Carlassare
Investment Operations Associate
Annie Carroll
Annie Carroll
Client Operations Senior Team Lead
Martina Carter
Martina Carter
Senior Investment Operations Associate
Leyland Chin
Leyland Chin
Associate Portfolio Specialist
Jonathan Chow
Jonathan Chow
Associate Portfolio Manager
Denis Cohen
Denis Cohen
Client Operations Senior Team Lead
Max Converse
Max Converse
Investment Operations Billing Manager
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
Hiep Dinh
Hiep Dinh, CIPM
Head of Aperio Investment 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
Head of Aperio Client Relationship Management
Frances Fang
Frances Fang
Legal Operations Analyst
Tori Ferguson
Tori Ferguson
Client Relationship Manager
Christine Fernandez
Christine Fernandez, CFA
Associate Portfolio Manager – ESG Implementation
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
Michelle Friedman
Michelle Friedman
Senior Values Alignment Strategist
Antonius Gan
Antonius Gan
Quality Assurance and Data Manager
Patrick Geddes
Patrick Geddes
Senior Advisor and Chief Tax Economist
Lisa Goldberg
Lisa Goldberg, PhD
Director of Research
Dan Greenberg
Dan Greenberg, CFA
Client Relationship Manager
Marcellus Haynes
Marcellus Haynes
Software Engineer
Lai Inthavong
Lai Inthavong
Admin Business Partner
Steve Iwasyk
Steve Iwasyk
Head of SMA Operations
Shanique Jackson
Shanique Jackson
Senior Business Development Associate
Terrell Jenkins
Terrell Jenkins
Client Operations Associate
Matthew Johnson
Matthew Johnson, CFA, CFP®
Tax Economist and Investment Strategist
Forrest Johnston
Forrest Johnston
QA Automation Engineer
Kyle Jorgensen
Kyle Jorgensen
Senior Investment Operations Associate
Alex Kancov
Alex Kancov
Head of SMA Engineering
Andrew Kendall
Andrew Kendall
Business Development Associate
Griffin Kirchner
Griffin Kirchner
Client Operations Associate
Piotr Knap
Piotr Knap
Software Engineer/Application Architect
Brian Ko
Brian Ko
Senior Portfolio Manager, Team Lead
Mike Krystof
Mike Krystof
Senior Salesforce Engineer
Willie Kwan
Willie Kwan
Senior Portfolio Manager, Team Lead
Petar Lalovic
Petar Lalovic, CFA
Investment Strategist
Ashley Lech
Ashley Lech
Manager of Strategic Projects & RFP
Michael Lee
Michael Lee, CFA
Client Relationship Manager
Robert Lee
Robert Lee
Junior Operations Analyst
Ran Leshem
Ran Leshem
Head of SMA Solutions
Janette Leyden-Hunt
Janette Leyden-Hunt
Client Operations Lead
Jack Lindstrom
Jack Lindstrom
Head of Aperio Client Operations
Jialing Lu
Jialing Lu, CFA
Lead Portfolio Manager- Investment Oversight and Research
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
SMA Solutions Chief Operating Officer
Slava Malkin
Slava Malkin
Senior Quantitative Researcher
Jesse Marlow
Jesse Marlow
Investment Operations Associate
Bruce McKay
Bruce McKay
Senior Software Engineer
Kirsten Meder
Kirsten Meder, CAIA, CMT
Senior Values Alignment Strategist
Naitik Mehta
Naitik Mehta
Salesforce Systems Manager
Liz Michaels
Liz Michaels
Head of Client Strategy & Business Development
Heather Minuk
Heather Minuk
Client Contracts Associate
Chinelo Oluboyo
Chinelo Oluboyo
Database Engineer
Nelli Oster
Nelli Oster, PhD
Head of Values-Aligned Investing
Pooja Parikh
Pooja Parikh
Senior Software Engineer
John von Paris
John von Paris, CFA, CPA
Client Relationship Manager
James Patterson
James Patterson
Client Operations Associate
Robert Quimjian
Robert Quimjian, CFA, ASA
Head of Portfolio Trading
Lucas Reisdorf
Lucas Reisdorf, CFA, CQF
Manager of Portfolio Rebalancing & Analysis
Ellen Reynolds
Ellen Reynolds
Aperio Head of West and Central Regions, Senior Client Relationship Manager
Nicholas Riselli
Nicholas Riselli
Client Operations Process Improvement Manager
Andrew Ritchie
Andrew Ritchie
Sr. Investment Operations
Nahshon Rollins
Nahshon Rollins
Client Operations Associate
Viv Rosenfeld
Viv Rosenfeld
Business Analyst
Sujay Sahoo
Sujay Sahoo
Senior Software Engineer
Amrit Saini
Amrit Saini
Investment Operations Associate
Ben Schneider
Ben Schneider, CFA
Senior Investment Strategist and Tax Economist
Harrison Selwitz
Harrison Selwitz
Quantitative Researcher
Nate Sewell
Nate Sewell
Quality Assurance Engineer
Michelle Shkedi
Michelle Shkedi
Manager of Investment Policy, Process, & Product
Frank Song, CAIA
Frank Song, CAIA
Associate Portfolio Manager
Stephanie Stetson
Stephanie Stetson, CFA
Client Relationship Manager
Eric Su
Eric Su
Portfolio Manager – Investment Oversight and Research
Annie Tan
Annie Tan
Manager of ESG Implementation
Bill Tantalla, CIPM
Bill Tantalla, CIPM
Associate Portfolio Manager
Puren Akcali Tekin
Puren Akcali Tekin
Performance Manager
Paul Tsyhura
Paul Tsyhura
Database Engineer
Simge Ulucam
Simge Ulucam
Quantitative Researcher
Julie VanDervort
Julie VanDervort
Associate Portfolio Manager
Christopher Vinyard
Christopher Vinyard, CFA
Portfolio Manager
Austin Wilson
Austin Wilson
Aperio Head of Active Ownership
Hilda Wong
Hilda Wong
Senior Investment Operations Analyst
Dorian Young
Dorian Young, CFA, CAIA
Head of Investment Strategy
Susan Zhou
Susan Zhou
Associate Portfolio Manager
Monica Zhuang
Monica Zhuang
Business/Financial Analyst
Chris Zweigle
Chris Zweigle
Senior Portfolio Trader

© 2023 BlackRock, Inc. or its affiliates. All rights reserved. BLACKROCK and APERIO are trademarks of BlackRock, Inc. or its affiliates. Other trademarks are property of their respective owners.

Important notes:

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice. The strategies and/or investments referenced may not be suitable for all investors, because the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The information herein 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.

Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. There is no guarantee that any investment strategy discussed herein will work under all market conditions. Many factors affect performance, including changes in market conditions and interest rates, as well as other economic, political, or financial developments.

The fees and expenses Aperio charges may be higher than the fees and expenses of other investment advisors and may offset profits. Additional information about the firm, and our fees and expenses, is included in our Form ADV.

You should not assume that investment decisions we make in the future will be profitable or will equal the investment performance of the past. With respect to the description of any investment strategies, simulations, or investment recommendations, we cannot provide any assurances that they will perform as expected and as described in our materials. Past performance is not indicative of future results.

Any tax information provided herein is for illustrative purposes only and does not constitute the provision of tax advice by Aperio. Due to the complexity of tax law, not every single taxpayer will face the situations described herein exactly as calculated or stated, i.e., the examples and calculations are intended to be representative of some, but not all, taxpayers. Since each investor’s situation may be different in terms of income tax, estate tax, and asset allocation, there may be situations in which the calculations would not apply. Please discuss any individual situation with tax and investment advisors first before proceeding. For those clients using tax advantaged indexing, taxpayers paying lower tax rates than those assumed, or without taxable income, would earn smaller tax benefits from tax-advantaged indexing (or even none at all) compared to those described.

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 Aperio or its BlackRock, Inc., affiliates, 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 contained herein was carefully compiled from both internal data and external data, but we do not guarantee its accuracy and it is not necessarily all-inclusive. The information is provided with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in these areas.

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