Annie Tan

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.

Dragon Financial & Investment Group LLC is a financial group that was founded in 2003. The company is based in San Mateo, CA. The company's description states that they are joining Mercer Advisors. The company was recently acquired by Mercer Advisors, Inc. from Dragon Global Services LLC on January 03, 2019.