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

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Aperio Global Highlights

North America
186

United States Of America
185
Dominican Republic
1

Oceania
11

Australia
9
New Zealand
2

Asia
5

China
2
Thailand
1
Israel
1
Singapore
1

Aperio's Leadership

J. H.
Chief Executive Officer
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P. S.
Chief Executive Officer
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A. K.
Chief Technology Officer
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J. M.
Chief Financial Officer
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N. M.
Chief Of Staff
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B. C.
Vice President Of Sales, Strategic Accounts
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S. A.
Vice President - Values-Aligned Investment Strategist
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N. O.
Head Of Aperio Esg Smas
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Aperio Employee Metrics

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50%

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2024

2023

Analytics
Operations
Engineering
Finance
Product Management
Other

Contact profiles from Aperio

Name

Title

Contact Info

Location

Last Update

A. K.
Chief Technology Officer
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Email
United StatesCalifornia
Feb 26, 2024
A. P.
Co-Founder
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United StatesMichigan
Jul 07, 2024
D. B.
Co-Founder
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Email
Jul 08, 2024
J. M.
Chief Financial Officer
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United StatesMassachusetts
Oct 08, 2024
J. H.
Chief Executive Officer
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United StatesNevada
Oct 08, 2024
P. S.
Chief Executive Officer
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AustraliaVictoria
Feb 05, 2024
L. W.
Vice President, Marketing
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Email
Sep 14, 2024
M. H.
Vp Software Engineer
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United StatesGeorgia
Mar 28, 2024
N. O.
Head Of Aperio Esg Smas
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United StatesCalifornia
Apr 26, 2024
B. B.
Vice President, Client Operations Supervisor At Aperio By Blackrock
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Email
United StatesCalifornia
Oct 25, 2023

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 July 2024. These team members are located across 3 continents, including North AmericaOceaniaAsia.

Who are Aperio's key employees and leadership?

As of July 2024, Aperio's key employees include:

Chief Executive Officer: J. H.
Chief Executive Officer: P. S.
Chief Technology Officer: A. K.
Chief Financial Officer: J. M.
Chief Of Staff: N. M.

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