Mark Bateman

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.

IW Financial provides environmental, social, and governance research consulting and portfolio management solutions. Its solutions include research workstations, portfolio management tools, client research integration, investment compliance reporting, custom research, private label solutions, and training and support. The company was founded by Samuel Pierce and Dan Porter in 2001 and is headquartered in Portland, ME.