Willie Kwan
Gestionnaire de Portefeuille-Actions chez Aperio Group LLC
Profil
Mr. Willie Kwan is a Lead Portfolio Manager at Aperio Group LLC.
His responsibilities include the daily rebalancing of client portfolios as well as providing analyses for clients who are implementing or transitioning strategies.
Prior to joining Aperio, Mr. Kwan was a Senior Manager in the index management group at Charles Schwab Investment Management.
Prior to Schwab, he managed the portfolio analytics content team at Thomson Reuters.
He graduated from Brandeis University with a BA in Economics.
Postes actifs de Willie Kwan
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/09/2016 |
Formation de Willie Kwan
| Brandeis University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
