The Client Operations Team at Aperio Group ensures seamless support for ultra-high-net-worth and institutional investors by managing client relationships, addressing client inquiries, processing transactions, and overseeing account management. The team collaborates closely with wealth managers to provide customized portfolio solutions, active tax management, and risk reduction strategies, ensuring that client-specific needs are met efficiently and effectively.
Annie Carroll
Client Operations Associate
Beyza Black
Client Operations Supervisor
Dan Greenberg
Head Of East Region, Director,...
Jack Lindstrom
Head of Client Operations
James Patterson
Client Operations Associate
Janette Leyden-Hunt
Client Operations Associate
Joel Edelson
Client Relationship Manager
John von Paris
Client Relationship Manager
Julie Enderson
Co-Head of Client Relationship...
Michael Lee
Client Relationship Manager
View all