Aperio logo

Aperio Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Aperio is a financial services firm that operates as an investment manager and is part of BlackRock, headquartered in Sausalito, California. It designs independently managed accounts (SMAs) that are customized to reflect each investor's profile, focusing on tax optimization and personalization across five dimensions: market exposure, taxes, personal values ESG, factors, and risk. The company emphasizes after-tax returns for taxable investors, employing tax-loss harvesting and other tax economics techniques to enhance overall after-tax performance. Aperio offers granular SRI/ESG personalization to align portfolios with clients' beliefs without sacrificing performance, and it maintains a human-first approach and personal service. The firm reports assets under management of about $48 billion as of 6/30/2022 and lists 51-200 employees.

Find Aperio employees' phone numbers or email addresses

Aperio Global Highlights

Location
Employees

North America
71

Minus sign iconPlus sign icon
  • United States Of America
    71

Asia
1

Minus sign iconPlus sign icon
  • Israel
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Aperio's Leadership

  • Vice President Customer Relations at Aperio
    K. W.
    Vice President Customer Relations
  • Co-Founder at Aperio
    D. B.
    Co-Founder
  • Owner at Aperio
    C. C.
    Owner
  • Business Development Director at Aperio
    H. P.
    Business Development Director
  • Director Of Human Resources at Aperio
    J. W.
    Director Of Human Resources
  • Director, Tax Economist At Aperio (part Of Blackrock) at Aperio
    L. F.
    Director, Tax Economist At Aperio (part Of Blackrock)
  • Managing Director at Aperio
    S. B.
    Managing Director
  • Manager Quality Systems at Aperio
    E. A.
    Manager Quality Systems

Aperio Employee Metrics

100%
50%
0%
2026
2025
  • Analytics
  • Operations
  • Engineering
  • Finance
  • Product Management
  • Other
  • Business Development
  • Banking
  • Community & Social Services

Contact profiles from Aperio

Name
Title
Contact
Location
Last Update
  • Country Sales Manager Canada at Aperio
    P. D.
    Country Sales Manager Canada
    Oct 18, 2024
  • Sales Operations Manager at Aperio
    R. V.
    Sales Operations Manager
    Jul 27, 2026
  • Software Engineer Ii at Aperio
    A. S.
    Software Engineer Ii
    Jun 13, 2025
  • Principal Engineer at Aperio
    C. P.
    Principal Engineer
    Oct 21, 2024
  • Senior Decision Support Analyst at Aperio
    M. A.
    Senior Decision Support Analyst
    Sep 10, 2026
  • Senior Software Engineer at Aperio
    S. C.
    Senior Software Engineer
    Oct 16, 2024
  • Software Engineer Ii at Aperio
    T. D.
    Software Engineer Ii
    Oct 16, 2024
  • Client Operations Associate at Aperio
    A. F.
    Client Operations Associate
    Oct 23, 2024
  • Warehouse Specialist at Aperio
    A. K.
    Warehouse Specialist
    Oct 16, 2024
  • Technical Support Engineer at Aperio
    C. T.
    Technical Support Engineer
    Oct 23, 2024

Frequently Asked Questions

What is Aperio known for?

Minus sign iconPlus sign icon
Aperio was founded in 1999 and operates in the Financial Services industry. You can contact Aperio's main corporate office by phone at . Explore Aperio's company overview page for more information.

What is Aperio's most common email format?

Minus sign iconPlus sign icon
Aperio employees' email format typically follows the pattern of FLast@aperio.com. 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?

Minus sign iconPlus sign icon
Aperio has approximately 92 employees as of July 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Aperio's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Aperio's key employees include:

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.