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Willie Kwan

Willie Kwan

Willie Kwan is an Associate Portfolio Manager at Aperio. He provides analytical support in the research, portfolio management, and trading of client portfolios. Prior to joining Aperio, he was a Senior Manager in the index management group at Charles Schwab Investment Management. Prior to Schwab, he managed the portfolio analytics content team at Thomson Reuters. Willie graduated from Brandeis University with a BA in Economics. Willie enjoys immersive traveling to learn and experience local cultures.