What are your key responsibilities? As Director of Portfolio Management, I oversee portfolio management, trade execution, and strategy implementation of all the investment products and separately managed accounts at Aperio. I am also heavily involved in many of our quantitative research, process, and automation projects.
Describe your key previous work experience. Prior to joining Aperio, I was a Managing Partner at AlphaStream Capital Management, LLC, where I was responsible for quantitative research and portfolio management. Before AlphaStream, I served as Lead Portfolio Manager and Co-Head of US Quantitative Equity Products at Zurich Scudder Investments.
What is the most interesting aspect of the job to you? The most interesting aspect of my role is the balance between quantitative research and day-to-day portfolio management. Many of our research ideas come from our portfolio management group, and it is always exciting to see the ideas go from research initiatives to implementation into our portfolio construction process.
Describe some noteworthy projects you have worked on that directly impact Aperio’s clients. In collaboration across our portfolio management and research, process engineering, and systems development teams, Aperio recently implemented a new internal portfolio management system that has led to continued improvements in the efficiency and scalability of our investment management processes, as well as additional flexibility in customizing client portfolios.
What do you like most about working at Aperio? Aperio’s emphasis on cross-departmental projects offers the opportunity to collaborate with other teams at the firm. This creates tremendous learning opportunities with respect to the different functions outside portfolio management. I believe that the insights from having these varied perspectives can lead to better investment products and processes.
What are some non-work-related things we should know about you? In my spare time, I enjoy kitesurfing, hiking, and camping, as well as spending time with my three pugs.
What postsecondary degrees and/or professional certifications do you possess? BA in Quantitative Economics from Stanford University; MBA with concentrations in Finance and Econometrics from the University of Chicago.
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