Aperio Group, LLC

Industry: Company

Description

Founded: 1999 Parent organization: Golden Gate Capital

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Aperio Group, LLC Employees

Employee
Years
Job
Industry
Jake Stamper Jake Stamper San Francisco, California Details
Jake Stamper's Aperio Group, LLC Experience July 2013 - February 2014
Job Analyst at Fort Point Capital Partners
Industry Investment Management
Experience
Fort Point Capital Partners   September 2014 - Present
BlackRock  May 2014 - September 2014
Aperio Group LLC  July 2013 - February 2014
Wells Fargo  April 2013 - July 2013
Pacific Wealth Group   November 2012 - April 2013
British American Business Council Northern California   July 2012 - November 2012
Silicon Valley Bank  October 2011 - July 2012
WMD Capital, LLC   June 2011 - September 2011
Foremost Currency Group   January 2010 - September 2010

Skills
Financial Modeling, Bloomberg, Financial Analysis, Securities, VBA, Eviews, Microsoft Excel, Currency, DCF, SQL, SAS, SPSS, Stata, Options, Excel, Intex, Advent, Microsoft CRM, SAS70, SSAE16, Options Pricing, Volatility, Salesforce.com, FISERV, Equities, Economics, Hedge Funds, Analysis, Trading, Asset Management, Finance, Investments, Portfolio Management, FX Options, Alternative Investments, Corporate Finance, Banking, Fixed Income, Due Diligence, Management

Education
University of California, Santa Barbara   2010 — 2011
MA, Economics, Finance, Math, 3.61

University of Essex   2005 — 2009
BA, Economics, Finance, Maths

Shandong University   2009 — 2009
Mandarin, Law, Business, Economics, Culture

Andrew Phelps Andrew Phelps San Francisco Bay Area Details
Andrew Phelps's Aperio Group, LLC Experience October 2014 - Present
Job Operations Analyst / Client Service at Aperio Group
Industry Investment Management
Experience
Aperio Group, LLC   October 2014 - Present
Agilent Technologies  May 2014 - August 2014
Workday, Inc.   May 2013 - August 2013
Workday, Inc.   June 2012 - September 2012

Skills
Microsoft Excel, Financial Modeling, Salesforce.com, Client Services, Financial Analysis, Stock Market, Equities, SaaS, Data Analysis, Fiserv, Analytics, Stata, R, SPSS, Derivatives

Education
Sonoma State University School of Business and Economics   2012 — 2014
Bachelor of Science (B.S.), Business Administration: Finance & Accounting Concentrations, Statistics Minor, 3.8, Cum Laude

Santa Rosa Junior College   2011 — 2012
3.92

University of Arizona   2010 — 2011
3.79

St. Vincent de Paul High School   2006 — 2010
High School

Lisa Clossey Lisa Clossey San Francisco Bay Area Details
Lisa Clossey's Aperio Group, LLC Experience February 2014 - Present
Job Systems Engineering Manager at Aperio Group, LLC
Industry Information Technology and Services
Experience
Aperio Group, LLC   February 2014 - Present
NVS Technologies  January 2012 - February 2014
Independent Consultant  2007 - May 2012
Independent Consultant  2007 - May 2012
IntelliDx, Inc.   2009 - 2010
Cutera  2004 - 2007
BD Biosciences  2003 - 2004
Guava Technologies  2000 - 2003
Agilent Technologies  1999 - 2000

Skills
Product Development, Program Management, Salesforce.com, Cross-functional Team..., Medical Devices, Project Management, Manufacturing, Manufacturing..., Product Management, Testing, Process Improvement

Education
Stanford University   1994 — 1998
BS, MS, Mechanical Engineering

Tower Hill School   1980 — 1994

Mark Bateman Mark Bateman Portland, Oregon Area Details
Mark Bateman's Aperio Group, LLC Experience March 2015 - Present
Job Founder and CEO at ENSOGO Analytics
Industry Financial Services
Experience
ENSOGO Analytics   2013 - Present
Aperio Group, LLC   March 2015 - Present
Segue Point LLC   May 2011 - Present
IW Financial  November 2005 - March 2012
IRRC (now MSCI)   August 1993 - July 2004
Senator Mark O. Hatfield   June 1990 - June 1991

Skills
Corporate Social..., Sustainability, Governance, Research, Public Policy, Policy, Investments, Sustainable Business, Sustainability Reporting, Strategic Planning, Socially Responsible..., Environmental Awareness, Corporate Governance, Strategy, Analysis, Management, Sustainability..., Investor Relations, Business Development, Public Speaking, Sustainable Development, Asset Management, Project Management, Strategic Communications, Management Consulting, Climate Change

Education
The George Washington University   1994 — 1998
MA, Legislative Affairs

The Johns Hopkins University   1986 — 1990
BA, Political Science

Andrew Oswald Andrew Oswald San Francisco, California Details
Andrew Oswald's Aperio Group, LLC Experience June 2014 - Present
Job Associate Portfolio Manager at Aperio Group, LLC
Industry Investment Management
Experience
Aperio Group, LLC   June 2014 - Present
Callan Associates  April 2011 - June 2014
Pioneer Investments  March 2008 - August 2010
Wellington Management  September 2007 - February 2008

Skills
Investments, Equities, Bloomberg, Fixed Income, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Analysis

Education
Northeastern University   2002 — 2007
BS, Business Administration, Management and Operations

Beyza Black Beyza Black San Francisco Bay Area Details
Beyza Black's Aperio Group, LLC Experience August 2014 - Present
Job Operations and Client Services Specialist at Aperio Group, LLC
Industry Internet
Experience
Aperio Group, LLC   August 2014 - Present
Market Metrix  May 2013 - June 2014
ARBOmedia   April 2004 - May 2005
BKM Organizasyon   June 2002 - March 2004
Bigglook.com   July 2001 - June 2002
N2H2  June 2000 - September 2000

Education
Galatasaray Üniversitesi   1996 — 2001
BA, Business Administration

University of Washington   1999 — 1999
Certificate, Intensive Business English Certificate Program

Galatasaray High School   1993 — 1996

William Lampard Holmes William Lampard Holmes San Francisco Bay Area Details
William Lampard Holmes's Aperio Group, LLC Experience December 2008 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Texas Pacific Group  February 2010 - Present
Aperio Group, LLC   December 2008 - June 2009
Sanford C. Bernstein  May 2008 - October 2008
CIBC World Markets  March 2008 - May 2008
TWI Group  August 2006 - November 2007

Skills
Bloomberg, Salesforce.com, LexisNexis, Capital IQ, Westlaw, CRM software, Research, Sales Support

Education
Syracuse University   2004 — 2006
Bachelor of Arts, Political Science, Journalism

Matt Gorham, CFA Matt Gorham, CFA San Francisco Bay Area Details
Matt Gorham, CFA's Aperio Group, LLC Experience June 2013 - December 2013
Job Chief Operating Officer
Industry Financial Services
Experience
Pantera Capital  June 2015 - Present
Pantera Capital  December 2013 - June 2015
Aperio Group, LLC   June 2013 - December 2013
Pantera Capital  March 2005 - January 2009
LPL Financial  January 1999 - January 2003
INVESTORS BANK & TRUST COMPANY  January 1998 - January 1999

Skills
Fixed Income, Equities, Hedge Funds, Options, Trading, FX Options, Financial Markets, Asset Management, Commodity, Securities, Swaps, Risk Management, Financial Risk, Finance, Financial Analysis, Financial Services, Currency, Economics

Education
Piedmont High School

Piedmont High School

University of California, Berkeley
Bachelor of Arts, Economics

Brenda C. Brown Brenda C. Brown San Francisco Bay Area Details
Brenda C. Brown's Aperio Group, LLC Experience March 2013 - Present
Job Operations and Client Services Specialist at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC   March 2013 - Present
Quantum Capital Management  2005 - March 2013
Afterburner Inc.   2002 - 2005
AllBusiness.com  2000 - 2002
Levi Strauss & Co.   1983 - 1998

Skills
Process Improvement, Microsoft Office, Strategic Planning, Email Marketing, Cross-functional Team..., Portfolio Management..., Salesforce.com..., Client Services...

Education
College of Marin
Business Administration

Simge Ertaul Simge Ertaul San Francisco Bay Area Details
Simge Ertaul's Aperio Group, LLC Experience June 2012 - Present
Job Financial Engineer Investment Management
Industry Investment Management
Experience
Aperio Group, LLC   June 2012 - Present
Mathematica Capital Management, LLC   June 2004 - April 2012
Moody's KMV  October 2003 - January 2004
Citibank  November 2001 - February 2003

Skills
VBA, Hedge Funds, Operations, Quantitative Analysis, Quantitative Research, Quantitative Finance, Equity Research, Financial Analysis, Financial Modeling, Financial Markets, Automation, Quantitative Analytics, Portfolio Management, Trading

Education
University of California, Berkeley, Haas School of Business   2003 — 2004
Master's, Financial Engineering

Yildiz Technical University   1996 — 2000
BSc, Mathematical Engineering

Lucas Reisdorf Lucas Reisdorf Brockport, New York Details
Lucas Reisdorf's Aperio Group, LLC Experience August 2015 - Present
Job Investment Operations Specialist at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC   August 2015 - Present
Sage Rutty & Co., Inc   January 2014 - Present
SUNY Brockport  January 2013 - May 2015

Skills
Customer Service, Microsoft Excel, Finance, Troubleshooting, Technical Support

Education
SUNY Brockport   2011 — 2015
Bachelor of Science (B.S.), Mathematics, 3.59/4.00

Holland High School   2007 — 2011

Siri Holmes Siri Holmes Novato, California Details
Siri Holmes's Aperio Group, LLC Experience August 2010 - April 2011
Job Marketing & Events Producer, Specializing in Wine and Beer
Industry Events Services
Experience
Winery Exchange  April 2011 - Present
Aperio Group, LLC   August 2010 - April 2011
Modem Media (then Poppe Tyson)   June 1996 - September 1997
Sheppard Mullin Richter & Hampton LLP  August 1990 - February 1996
Studio Seireeni   February 1989 - August 1990
Ketchum Public Relations  July 1988 - January 1989

Skills
Wine, Beer, Incentive Travel, Travel Arrangements, Trade Shows, Alcoholic Beverages, National Accounts, Sponsorship Programs, Public Relations, Wine & Spirits Industry, Graphic Design, Wine Tasting, Cycling, Event Planning, Wineries, Event Management, Marketing

Education
Occidental College
Bachelor's degree, History major, Political Science minor

Platt College-San Diego
Certificate, Graphic Design

Erik Erickson Erik Erickson San Francisco Bay Area Details
Erik Erickson's Aperio Group, LLC Experience March 2015 - Present
Job Accountant at Aperio Group, LLC
Industry Accounting
Experience
Aperio Group, LLC   March 2015 - Present
Moss Adams LLP  October 2013 - November 2014
Western Athletic Clubs, LLC  January 2001 - August 2011

Skills
Microsoft Excel, Financial Analysis, PowerPoint, Market Research, Outlook, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Negotiation, Team Leadership

Education
San Diego State University-California State University   2011 — 2013
Master's degree, Accounting

California State University-Northridge   2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General, 3.4

Jill McCleary Jill McCleary San Francisco Bay Area Details
Jill McCleary's Aperio Group, LLC Experience January 2013 - Present
Job Marketing Project Manager
Industry Design
Experience
Aperio Group, LLC   January 2013 - Present
Catalog Choice  March 2009 - November 2012
Jill McCleary Illustration & Design   March 2007 - March 2009
Morningstar, Inc.   1995 - 2001
InScribe, Inc.   1989 - 1994

Skills
Inbound Marketing, Product Management, Project Management, Writing, Product Development, Marketing Strategy, Entrepreneurship, Email Marketing, Start-ups, User Experience, Marketing, Marketing Communications

Education
University of Pennsylvania   1984 — 1988
Bachelor of Arts (BA), Art History and French

AJ Nixon AJ Nixon San Francisco, California Details
AJ Nixon's Aperio Group, LLC Experience January 2008 - January 2009
Job PeopleSoft Financials Functional Lead
Industry Government Administration
Experience
City and County of San Francisco  July 2015 - Present
City and County of San Francisco  March 2014 - Present
City and County of San Francisco  January 2010 - March 2014
Aperio Group, LLC   January 2008 - January 2009
Aperio Group, LLC   June 2007 - December 2007
Charles Schwab  2003 - 2007

Skills
Budgets, Analysis, Financial Reporting, Financial Analysis, Project Management, Finance, Cognos, PeopleSoft Financial

Education
Golden Gate University   2009 — 2010
MAcc, Accounting

Indiana University Bloomington   1997 — 2000
Bachelor of Science (B.S.), Management Information Systems, General

Rick Moreno Rick Moreno San Francisco Bay Area Details
Rick Moreno's Aperio Group, LLC Experience June 2014 - Present
Job Business Development and Client Service Manager at Aperio Group, LLC
Industry Investment Management
Experience
Aperio Group, LLC   June 2014 - Present
KKR  January 2012 - February 2014
BlackRock  April 2002 - January 2012
Goldman Sachs  May 1999 - March 2002
Salomon Brothers  May 1983 - April 1999
Accenture  August 1980 - April 1983

Education
Santa Clara University   1976 — 1980
Bachelor of Science (B.S.), Economics

Sandeep Gangadhara Sandeep Gangadhara San Francisco Bay Area Details
Sandeep Gangadhara's Aperio Group, LLC Experience July 2014 - Present
Job Lead Portfolio Manager at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC   July 2014 - Present
Aperio Group, LLC   January 2014 - June 2014
Aperio Group, LLC   March 2008 - December 2013
Aperio Group, LLC   September 2006 - March 2008
Pen-Cal  June 2004 - September 2006

Education
University of California, Santa Barbara   1997 — 2002
Bachelor of Arts, Major: Business Economics. Minor: Anthropology

Matthew De Mass Matthew De Mass San Francisco Bay Area Details
Matthew De Mass's Aperio Group, LLC Experience October 2014 - Present
Job Operations Analyst at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC   October 2014 - Present
Falcon Bridge Capital, LLC   July 2011 - September 2014
Leading Edge Investment Advisors   December 2009 - June 2011
Amervest Company, Inc.   June 2007 - December 2009

Education
Loyola Marymount University   2008 — 2011
MBA, Finance

University of San Francisco

Margherita Hollenbacher Margherita Hollenbacher San Francisco Bay Area Details
Margherita Hollenbacher's Aperio Group, LLC Experience January 2014 - Present
Job HR Director at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC   January 2014 - Present
Aperio Group, LLC   November 2005 - January 2014
Levi Strauss & Co.   March 1992 - June 1999
Banca di Roma  December 1977 - December 1990

Skills
Employee Relations, Benefits, Benefits Administration, HR Policies, Hiring, Office Management, Human Resources, Employee Benefits, Team Building, Recruiting, Leadership, Training, Onboarding, Management

Education
Santa Clara University
B.A.

Frederick Heidler Frederick Heidler San Francisco Bay Area Details
Frederick Heidler's Aperio Group, LLC Experience November 2013 - October 2014
Job Business Development Associate at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC   November 2013 - October 2014
State Street Global Advisors  October 2011 - October 2012
BCA Research  September 2010 - September 2011
Rothstein Kass  October 2008 - April 2010

Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Management, Strategy, Financial Analysis

Education
University of San Francisco   2010 — 2012
M.Sc. in Finance

University of San Francisco   2006 — 2008
Bachelor of Science (B.S.)

Bellarmine College Preparatory   1999 — 2003

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