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Patrick Geddes

Patrick Geddes

Patrick Geddes is Aperio’s Chief Executive Officer and Chief Tax Economist. Prior to joining Aperio, Patrick was the Chief Financial Officer of Morningstar, Inc., and served on that company's executive committee, overseeing all strategic, policy, and internal investment decisions. Prior to being named CFO, he served as Morningstar's Director of Quantitative Research. Before Morningstar, Patrick spent five years providing quantitative analysis, currency hedging, and corporate tax optimization to Amoco, now part of BP, in the US and Europe. At Amoco, Patrick was part of a group that modeled the nuances of highly complex international tax structures as part of the company’s efforts to manage taxes as effectively as possible, which in the energy sector can provide enormous payoffs to the bottom line and shareholders. He has taught numerous courses in graduate-level finance at the University of California Berkeley Extension. Patrick received his MBA, with honors, from the University of Chicago. With Aperio co-authors Lisa Goldberg and Ran Leshem, Patrick was awarded a Harry M. Markowitz Special Distinction Award by the Journal of Investment Management for “Restoring Value to Minimum Variance” in 2014. With Lisa Goldberg and Stephen Bianchi, he also co-authored “What Would Yale Do If It Were Taxable?” published in Financial Analysts Journal in 2015, and was the sole author of “The Pursuit of After-Tax Returns: Indexed Exchange-Traded Funds vs. Indexed Separately Managed Accounts,” published in Investments & Wealth Monitor in 2011. A fine day for Patrick would include hiking or bicycling, followed by cooking an interesting meal with Mediterranean, Indian, or Thai flavors, followed by reading either literary fiction or a good book on brain functioning.