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

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  • United States Of America
    71

Asia
1

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  • Israel
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Aperio's Leadership

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

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

Contact profiles from Aperio

Name
Title
Contact Info
Location
Last Update
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    S. E.
    Quantitative Researcher
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    Oct 17, 2024
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    T. D.
    Technical Support Engineer
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    Oct 17, 2024
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    T. M.
    Decision Support Analyst Consultant
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    Oct 23, 2024
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    V. C.
    Quality Assurance Technician
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    Oct 21, 2024
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    V. R.
    Business Analyst
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    Hong Kong
    Feb 27, 2024

Frequently Asked Questions

What is Aperio known for?

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Aperio was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Aperio's company overview page for more information.

What is Aperio's most common email format?

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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?

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Aperio has approximately 92 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Aperio's key employees and leadership?

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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.

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