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Willie Kwan

Willie Kwan

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