Petar Lalovic
Gestor de Cartera-Acciones en Aperio Group LLC .
Perfil
Mr. Petar Lalovic, CFA, is an Investment Strategist at Aperio Group LLC.
He is also a portfolio manager who specializes in supporting and advising our relationship management teams and clients on asset allocation, risk management, and other complex investment questions.
He also work closely with our portfolio management team to facilitate the implementation of more intricate client requests.
Before joining Aperio, he worked for some global financial companies (Swiss Re, MUFG) and for an early-stage startup (Autolist).
In these jobs, he wore different hats, such as Senior Financial Analyst, Business Development Manager, or Marketing Analytics Manager.
He received his graduate degree from London School of Economics & Political Science.
Cargos activos de Petar Lalovic
| 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 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. | Gestor de Cartera-Acciones | 01/02/2018 |
Formación de Petar Lalovic.
| London School of Economics & Political Science | Graduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 1 |
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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. | Finance |
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