![Kevin Bogert](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Relaciones activas
Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
---|---|---|---|---|
Jonathan Chow | M | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 3 años |
Susan Zhou | F | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles.
University of Delaware
| 7 años |
Steve Britton | M | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 2 años |
Bill Tantalla | M | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 3 años |
Christine Fernandez | F | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 3 años |
Julie VanDervort | F | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 3 años |
Chris Zweigle | M | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 3 años |
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Relaciones con varias empresas
Antiguas relaciones
Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
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Terence Lau | M | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 17 años |
Jennifer Davis | F | 53 |
University of Delaware
| 5 años |
Edward Marks | M | - |
University of Delaware
| 5 años |
William G. Mavity | M | - |
University of Delaware
| 12 años |
Thomas Iversen | M | - |
University of Delaware
| 4 años |
Keith Devas | M | - |
University of Delaware
| 4 años |
James Delorme | M | - |
University of Delaware
| 4 años |
Paul Dabbar | M | 56 |
J.P. Morgan & Co., Inc. (Old)
| 21 años |
Kate Ranney | F | - |
University of Delaware
| 4 años |
Charmel Maynard | M | 39 |
J.P. Morgan & Co., Inc. (Old)
| 10 años |
Andrew Rohacik | M | - |
University of Delaware
| 4 años |
Jameel Gould | M | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 3 años |
Justin T. Martinez | M | - |
University of Delaware
| 4 años |
Nate Taylor | M | - |
University of Delaware
| 4 años |
Justin Rothhaupt | M | - |
University of Delaware
| 4 años |
Brian Biros | M | - |
University of Delaware
| 1 años |
Ryan Randall | M | - |
J.P. Morgan & Co., Inc. (Old)
| 2 años |
Lenore Petteruti Kopko | F | - |
J.P. Morgan & Co., Inc. (Old)
| 3 años |
Lindsay Zolet | F | - |
University of Delaware
| 4 años |
Wei Wen Liu | M | 37 |
University of Delaware
| 3 años |
Henry Carr | M | - |
University of Delaware
| 4 años |
Jacob Reynolds | M | - |
University of Delaware
| 3 años |
Jonathan Vicari | M | - |
University of Delaware
| 4 años |
Mickey Legg | M | - |
University of Delaware
| 8 años |
Xing Rui Jiang | M | 36 |
University of Delaware
| 1 años |
Chris Edgar | M | - |
University of Delaware
| 4 años |
Jeff Sowden | M | - |
University of Delaware
| 4 años |
Hunter McNabb | M | - |
J.P. Morgan & Co., Inc. (Old)
| 3 años |
Matthew Bogdan | M | - |
Penn Capital Management Co LLC
![]() Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | 4 años |
Katherine O'brien | F | - |
University of Delaware
| 4 años |
Josh Carruthers | M | - |
University of Delaware
| 4 años |
Sean Hunt | M | - |
University of Delaware
| 4 años |
Jason T. Detzi | M | - |
Penn Capital Management Co LLC
![]() Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | 13 años |
Anthony Kukulich | M | - |
University of Delaware
| 4 años |
Brad Roberts | M | - |
University of Delaware
| 4 años |
Gregory Randall Fitter | M | - |
University of Delaware
| 4 años |
Marcin P. Ciolek | M | - |
University of Delaware
| 4 años |
Michelle Shkedi | F | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 6 años |
Jon Liu | M | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 14 años |
Bryan Ross | M | - |
University of Delaware
| 4 años |
Yupeng Li | M | - |
University of Delaware
| 5 años |
Scott Goldstein | M | - |
University of Delaware
| 4 años |
Stephen Olivere | M | - |
University of Delaware
| 4 años |
Andy Garcia | M | - |
University of Delaware
| 4 años |
Pete Casella | M | - |
J.P. Morgan & Co., Inc. (Old)
| 2 años |
Dan Spier | M | - |
Aperio Group LLC
![]() Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | 4 años |
Eric Young | M | - |
University of Delaware
| 2 años |
Kaitlyn E. Grigoleit | F | - |
University of Delaware
| 4 años |
Steven Braun | M | - |
University of Delaware
| 4 años |
Anindita Gupta | F | - |
University of Delaware
| 1 años |
Kathryn Cholko | F | - |
University of Delaware
| 4 años |
Patrick Lowry | M | - |
University of Delaware
| 4 años |
Brian Steinberg | M | - |
J.P. Morgan & Co., Inc. (Old)
| 2 años |
Brad Fitter | M | - |
University of Delaware
| 4 años |
Jeet Mukherjee | M | - |
University of Delaware
| 4 años |
Kody Clark | M | - |
University of Delaware
| 4 años |
Evan Carter | M | - |
University of Delaware
| 4 años |
Estadísticas
País | Relaciones | % del total |
---|---|---|
Estados Unidos | 64 | 100.00% |
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