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 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. | Fondatore | 01/08/1999 |
The Campaign Legal Center
 The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services The Campaign Legal Center operates as a nonprofit organization that represents the public interest in reducing the influence of money in the political system, strengthening voting rights, and regulating lobbying. The company was founded by Trevor Potter in 2002 and is headquartered in Washington, DC. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Patrick Geddes
| Società | Posizione | Fine |
|---|---|---|
| Amoco Corp. | Corporate Officer/Principal | - |
| University of California, Berkeley | Corporate Officer/Principal | - |
| MORNINGSTAR, INC. | Direttore Finanziario/CFO | 01/08/1999 |
Formazione di Patrick Geddes
| The University of Chicago | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Aziende private | 3 |
|---|---|
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 |
| Amoco Corp. | Energy Minerals |
The Campaign Legal Center
The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services The Campaign Legal Center operates as a nonprofit organization that represents the public interest in reducing the influence of money in the political system, strengthening voting rights, and regulating lobbying. The company was founded by Trevor Potter in 2002 and is headquartered in Washington, DC. | Commercial Services |
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