Patrick Geddes
Fundador en Aperio Group LLC .
Perfil
Mr. Patrick Geddes is a Senior Advisor & Chief Tax Economist at Aperio Group LLC.
He is on the Board of Directors at The Campaign Legal Center.
He analyze cash flows for complicated tax situations facing our clients and their tax advisors, including charitable donations, incentive options, and estate/gift tax scenarios.
Prior to co-founding Aperio,he was the Research Director and CFO at Morningstar.
He received his MBA from The University of Chicago.
Cargos activos de Patrick Geddes
| Empresas | Cargo | Inicio |
|---|---|---|
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 high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. In addition, the firm advises a very limited number of individual clients on asset allocation and fund selection. They also advise a limited number of ERISA clients, and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles, including private funds. | Fundador | 01/08/1999 |
The Campaign Legal Center
 The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services The Campaign Legal Center operates as a nonprofit organization that represents the public interest in reducing the influence of money in the political system, strengthening voting rights, and regulating lobbying. The company was founded by Trevor Potter in 2002 and is headquartered in Washington, DC. | Director/Miembro de la Junta | - |
Antiguos cargos conocidos de Patrick Geddes.
| Empresas | Cargo | Fin |
|---|---|---|
| Amoco Corp. | Corporate Officer/Principal | - |
| University of California, Berkeley | Corporate Officer/Principal | - |
| MORNINGSTAR, INC. | Director Financiero/CFO | 01/08/1999 |
Formación de Patrick Geddes.
| The University of Chicago | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Empresas privadas | 3 |
|---|---|
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 high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. In addition, the firm advises a very limited number of individual clients on asset allocation and fund selection. They also advise a limited number of ERISA clients, and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles, including private funds. | Finance |
| Amoco Corp. | Energy Minerals |
The Campaign Legal Center
The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services The Campaign Legal Center operates as a nonprofit organization that represents the public interest in reducing the influence of money in the political system, strengthening voting rights, and regulating lobbying. The company was founded by Trevor Potter in 2002 and is headquartered in Washington, DC. | Commercial Services |
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