Aperio
Aperio

Aperio Information

Contact top employees from Aperio

Summary

Aperio has been in the industry for 27 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 83. To connect with Aperio employee register on SignalHire.

Organization Website

aperiogroup.com

Phone Number

415.339.4300

Industries

Headquarters Location

3 Harbor Drive, Sausalito, CA, 94965 US

Employees Size

100-200 employees

Specialties

Institutional investing, Wealth management, Tax-loss harvesting, Tax economics, ESG, Socially responsible investing, Value-aligned investing, Factor-tilt strategies, Custom SMAs, Direct indexing, Index investing, Financial advisors

Founded

1999

Estimated Website Traffic

The chart shows a growth in traffic to the aperiogroup.com website. In November, traffic increased to 1935, compared to 1905 in the previous month. The highest traffic in 2025 was recorded in November, reaching 1935 visits.

Employees Turnover 4 quarter 2025

Length of Employment
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Employee tenure at Aperio shows a diverse range of experience levels:
4% for 1–2 years8% for 3–4 years19% for 5–7 years27% for 8–10 years42% have over 11 years of service at Aperio
Contact top employees from Aperio
Dorian Randy Young
Head of Investment Strategy
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Tom OConnor
Vice President, Client Relationship Manager
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Nick Arnold
Head Of Legal
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Katie Salvaterra
Sr. Manager of Business Development Operations
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will sipilä
Sr. Data Architect, Sr. Systems Developer
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Patricia Chang Gibbons
Manager of Marketing Projects
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Beyza Black
Operations and Client Services Specialist
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Amrit Saini
Investment Operations Associate
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Andrew Bartell
Process Engineering and Product Manager
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Brian Ko
Lead Portfolio Manager
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Terence Lau
Senior Portfolio Manager
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Eamon
Senior Investment Operations Analyst
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Jacob Barnes
Software Engineer
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Christopher Vinyard
Portfolio Manager
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Antonius Gan
Director, Data Engineering and Software QA
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Jesse Marlow
Junior Operations Analyst
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Chris Schneekloth
Investment Operations Associate
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Matthew Czuj
Portfolio Manager
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Mondonna Hemati
Administrative Business Partner
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Julie VanDervort
Associate Portfolio Manager
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Benjamin Schneider
Investment Strategist
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Andrew Oswald
Portfolio Manager - Rebalancing Lead
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Robert Newman
Senior Advisor
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Mark Nuti
Chief Financial Officer
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Libett Magaña
Senior Business Development Associate
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Petar Lalovic
Associate Portfolio Manager
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Kirsten Meder
ESG/SRI Investment Strategist
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Mike Krystof
Senior Salesforce Architect
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Nancy Malik
Chief Of Staff
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Michael Miscio
Senior Client Operations Associate
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FAQ

Aperio operates in the Finance industries. More details can be found on the official website: aperiogroup.com.
The headquarters of Aperio are located in Sausalito, United States.
You can contact Aperio by phone at 415.339.4300.
Aperio currently employs 100-200 people.
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