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Andrew Oswald

Andrew Oswald

Andrew Oswald is a Lead Portfolio Manager at Aperio and shares primary responsibility for managing the portfolio rebalancing efforts of the firm. Andrew also provides analytical support in the research, portfolio management, and trading of client portfolios. Before joining Aperio, Andrew was a Performance Analyst at Callan Associates. Prior to Callan, he was a Fund Accountant at Pioneer Investments. Andrew graduated from Northeastern University, where he received his BS in Business Management. In his free time, Andrew enjoys cycling, surfing, and being outdoors.