Profile
Mr. Jonathan Chow 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.
Prior to Aperio Group, he worked in financial services.
Most recently, Mr. Chow in a portfolio analytics role following time spent working in foreign exchange sales and trading.
He received his undergraduate degree from the University of California, Irvine and a graduate degree from the University of San Francisco.
Jonathan Chow active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 31/03/2021 |
Training of Jonathan Chow
| University of California, Irvine | Undergraduate Degree |
| University of San Francisco | Graduate Degree |
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1st degree connections
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Linked companies
| Private companies | 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 |
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