Focusing on exceptional client service

Terence Lau

Terence Lau

Terence Lau is a Senior Portfolio Manager and Manager of Portfolio Rebalancing and Analysis at Aperio, where he is responsible for the day-to-day management of Aperio’s portfolio rebalancing and analysis efforts. Terence is also responsible for optimizing and trading client portfolios, as well as working with clients to analyze the tax effects of portfolio transitions, liquidations, and gifting. Prior to joining the portfolio management team, Terence worked in Aperio’s portfolio accounting team from 2005 to 2007. Prior to joining Aperio, he was an executive benefits consultant with Pen-Cal Administrators. Terence received his BS from San Francisco State University. He enjoys traveling and home-brewing beer.