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Bill Tantalla
Gestionnaire de Portefeuille-Actions chez
Aperio Group LLC
Profil
Bill Tantalla is currently a Portfolio Manager at Aperio Group LLC since 2023, with employment at the firm starting in 2021.
Formerly, Mr. Tantalla worked as an Assistant Portfolio Manager at Miller Investment Management LP from 2018 to 2021 and as an Analyst at Logan Capital Management, Inc. from 2015 to 2018.
Mr. Tantalla completed undergraduate education at Temple University (Pennsylvania) in 2014.
Postes actifs de Bill Tantalla
| Sociétés | Poste | Début |
|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Gestionnaire de Portefeuille-Actions | 01/06/2021 |
Anciens postes connus de Bill Tantalla
| Sociétés | Poste | Fin |
|---|---|---|
Miller Investment Management LP
 Miller Investment Management LP Investment ManagersFinance Miller seeks to generate superior long-term, risk-adjusted returns by managing balanced global, multi-asset class investment portfolios. They also focus on minimizing negative tax impacts for taxable client portfolios. The firm invests in undervalued asset classes and combines a top-down macro framework with a rigorous analysis of sectors, industries and geographies. Investment opportunities are identified across a wide range of asset classes and global markets. | Corporate Officer/Principal | 01/06/2021 |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns. | Corporate Officer/Principal | 01/08/2018 |
Formation de Bill Tantalla
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
30
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns. | Finance |
Miller Investment Management LP
Miller Investment Management LP Investment ManagersFinance Miller seeks to generate superior long-term, risk-adjusted returns by managing balanced global, multi-asset class investment portfolios. They also focus on minimizing negative tax impacts for taxable client portfolios. The firm invests in undervalued asset classes and combines a top-down macro framework with a rigorous analysis of sectors, industries and geographies. Investment opportunities are identified across a wide range of asset classes and global markets. | Finance |
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Finance |
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
