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Patrick Geddes
Fondatore presso
Aperio Group LLC
Profilo
Mr. Patrick Geddes is a Senior Advisor & Chief Tax Economist at Aperio Group LLC.
He is on the Board of Directors at The Campaign Legal Center.
He analyze cash flows for complicated tax situations facing our 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 received his MBA from The University of Chicago.
Posizioni attive di Patrick Geddes
| Società | Posizione | Inizio |
|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Fondatore | 01/08/1999 |
The Campaign Legal Center
 The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services Operates as nonpartisan campaign legal center | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Patrick Geddes
| Società | Posizione | Fine |
|---|---|---|
Amoco Corp.
 Amoco Corp. Oil Refining/MarketingEnergy Minerals Explores for, develops, produces, and refines crude oil and natural gas | Corporate Officer/Principal | - |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
| MORNINGSTAR, INC. | Direttore Finanziario/CFO | 01/08/1999 |
Formazione di Patrick Geddes
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
18
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Amoco Corp.
Amoco Corp. Oil Refining/MarketingEnergy Minerals Explores for, develops, produces, and refines crude oil and natural gas | Energy Minerals |
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Finance |
Morningstar, Inc.
 Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Campaign Legal Center
The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services Operates as nonpartisan campaign legal center | Commercial Services |
