Focusing on exceptional client service

Dan Spier

Dan Spier

Dan Spier is Head of Portfolio Trading at Aperio, where he oversees the firm’s trade optimization and execution efforts. Dan also provides analytical support in the research for and management of client portfolios. Prior to joining Aperio, he spent a decade at a San Francisco–based hedge fund, Standard Pacific Capital, ultimately as Head Trader. Previously, he worked at Morgan Stanley Private Wealth Management, with a focus on servicing venture capital clients. Dan received his BA in Business Economics, with a minor in Russian, from the University of California, Santa Barbara. He enjoys traveling, camping with his family, and mountain biking.