Aperio Group
Patrick Geddes analyzes cash flows for complicated tax situations facing their 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 also taught graduate-level portfolio theory, which has proven quite applicable to constructing client portfolios at Aperio. Likewise, he's applied learnings from building complex, risk-adjusted after-tax cash flow models at an oil company to his work, doing the same thing for taxable investors.
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Aperio Group
Aperio (now part of BlackRock) is a $40 billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction.