Julie VanDervort
Gestionnaire de Portefeuille-Actions chez Aperio Group LLC
Profil
Ms. Julie M.
VanDervort is an Associate Portfolio Manager at Aperio Group LLC.
Her primary responsibilities include analyzing and rebalancing client accounts to ensure they’re on track to meet the clients’ investment goals.
Prior to joining Aperio, she was a Portfolio Evaluation Analyst with Fisher Investments, where she conducted portfolio recommendations for the private client group.
Before that, Ms. VanDervort was an Overlay Portfolio Analyst with LPL Financial, overseeing the managed accounts platform.
She received her undergraduate degree from Monmouth University and an MBA from Loyola Marymount University.
Postes actifs de Julie VanDervort
| Sociétés | Poste | Début |
|---|---|---|
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 high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. In addition, the firm advises a very limited number of individual clients on asset allocation and fund selection. They also advise a limited number of ERISA clients, and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles, including private funds. | Gestionnaire de Portefeuille-Actions | 01/10/2021 |
Formation de Julie VanDervort
| Monmouth University | Undergraduate Degree |
| Loyola Marymount University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. In addition, the firm advises a very limited number of individual clients on asset allocation and fund selection. They also advise a limited number of ERISA clients, and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles, including private funds. | Finance |
