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Patrick Geddes analyzes cash flows for complicated tax situations facing their 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 also taught graduate-level portfolio theory, which has proven quite applicable to constructing client portfolios at Aperio. Likewise, he's applied learnings from building complex, risk-adjusted after-tax cash flow models at an oil company to his work, doing the same thing for taxable investors.