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
199

United States Of America
198
Dominican Republic
1

Oceania
11

Australia
9
New Zealand
2

Asia
5

China
2
Israel
1
Singapore
1
Thailand
1

Aperio's Leadership

J. H.
Chief Executive Officer
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
P. S.
Chief Executive Officer
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
A. K.
Chief Technology Officer
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. M.
Chief Financial Officer
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
M. N.
Chief Financial Officer
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
N. M.
Chief Of Staff
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
L. S.
Vice President Business Management Coo And Executive
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
A. B.
Vice President Operations
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

Aperio Employee Metrics

100%

50%

0%

2024

2023

Analytics
Operations
Engineering
Finance
Product Management
Other

Contact profiles from Aperio

Name

Title

Contact Info

Location

Last Update

A. B.
Vice President Operations
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
UNITED STATES
Oct 23, 2024
A. W.
Head Of Active Ownership
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 21, 2024
B. C.
Vice President Of Sales, Strategic Accounts
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesTexas
Oct 24, 2024
B. D.
Vice President, Systems Software Engineering
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 22, 2024
D. K.
Vp, Software Quality Assurance And Test
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
Oct 21, 2024
D. R. Y.
Head Of Investment Strategy
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Nov 15, 2024
J. D.
Vice President, Lead Portfolio Manager - Esg Implementation At Aperio By Blackock
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 22, 2024
J. L.
Director, Head Of Client Operations At Aperio (now Part Of Blackrock)
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 21, 2024
J. C.
Vice President, Jr Investment Operations Manager
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 23, 2024
K. A.
Managing Director, Head Of Portfolio Management
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Aperio and Millions of Other Companies
Sign up for full access to Aperio information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Nov 15, 2024

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 Financial Officer: M. N.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking