Dan Spier

Finance

Consumer Services

Profile

Dan Spier worked as the Head of Portfolio Trading at Aperio Group LLC from 2017 to 2021.
Prior to that, he obtained an undergraduate degree from the University of California.

Former positions of Dan Spier

Companies	Position	End
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.	Trading-Equity	2021-08-31

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Training of Dan Spier

University of California

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

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1st degree companies

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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