Susan Zhou

Gestore di Portafoglio-Azioni presso Aperio Group LLC

Finance

Consumer Services

Profilo

Ms. Susan Zhou is an Associate Portfolio Manager at Aperio Group LLC.
His primary responsibilities include daily trading and rebalancing of client portfolios as well as providing analysis for clients who are implementing or transitioning strategies.
She received her undergraduate degree from the University of Delaware and a graduate degree from the University of Delaware.

Posizioni attive di Susan Zhou

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.	Gestore di Portafoglio-Azioni	01/07/2022

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Formazione di Susan Zhou

University of Delaware

Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

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Società collegate

Aziende private	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