Aperio Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Aperio is an investment manager and part of BlackRock. For more than 22 years, we’ve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor. 

Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk.

Because after-tax return is what truly matters to taxable investors, Aperio’s time-tested tax-loss harvesting and other tax economics techniques aim to enhance after-tax returns across a client’s entire equity portfolio. 

We offer the most granular level of SRI/ESG personalization to build portfolios perfectly aligned with clients’ beliefs and causes they care about, without sacrificing performance. 

Driven by our human-first philosophy, we are dedicated to providing unmatched personal service.  

Facts
•	Headquartered in Sausalito, CA
•	Over 130 employees
•	$48B in Assets Under Management as of 6/30/2022

Find Aperio employees' phone numbers or email addresses

Aperio Global Highlights

North America
70

United States Of America
70

Asia
1

Israel
1

Aperio's Leadership

K. W.
Vice President Customer Relations
Mobile Phone
Email
C. C.
Owner
Mobile Phone
Email
D. B.
Co-Founder
Mobile Phone
Email
H. P.
Business Development Director
Mobile Phone
Email
J. W.
Director Of Human Resources
Mobile Phone
Email
L. F.
Director, Tax Economist At Aperio (part Of Blackrock)
Mobile Phone
Email
S. B.
Managing Director
Mobile Phone
Email
J. V.
Associate Portfolio Manager
Mobile Phone
Email

Aperio Employee Metrics

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50%

0%

2025

2024

Analytics
Operations
Engineering
Finance
Product Management
Other
Business Development

Contact profiles from Aperio

Name

Title

Contact Info

Location

Last Update

C. C.
Owner
Mobile Phone
Email
Oct 22, 2024
D. B.
Co-Founder
Mobile Phone
Email
Oct 22, 2024
K. W.
Vice President Customer Relations
Mobile Phone
Email
Oct 21, 2024
H. P.
Business Development Director
Mobile Phone
Email
Oct 16, 2024
J. W.
Director Of Human Resources
Mobile Phone
Email
Oct 23, 2024
L. F.
Director, Tax Economist At Aperio (part Of Blackrock)
Mobile Phone
Email
Aug 02, 2024
S. B.
Managing Director
Mobile Phone
Email
Oct 21, 2024
J. V.
Associate Portfolio Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 18, 2025
A. D.
Product Manager
Mobile Phone
Email
United StatesPennsylvania
Apr 11, 2025
C. V.
Associate Portolio Manager
Mobile Phone
Email
United StatesPennsylvania
Jul 30, 2025

Frequently Asked Questions

What is Aperio known for?

Aperio was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 3 Harbor Drive Sausalito, CA 94965 US; you can contact the main corporate office by phone at

+1-415-339-****

. Explore Aperio's company overview page for more information.

What is Aperio's most common email format?

Aperio employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aperio email formats with LeadIQ.

How many employees does Aperio have currently?

Aperio has approximately 92 employees as of September 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Aperio's key employees and leadership?

As of September 2025, Aperio's key employees include:

Vice President Customer Relations: K. W.
Owner: C. C.
Co-Founder: D. B.
Business Development Director: H. P.
Director Of Human Resources: J. W.

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