Jonathan Chow

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Consumer Services

Finance

Profile

Mr. Jonathan Chow was previously employed as an Associate Portfolio Manager by Aperio Group LLC.
He received his undergraduate degree from the University of California, Irvine and a graduate degree from the University of San Francisco.

Former positions of Jonathan Chow

Companies	Position	End
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.	Analyst-Equity	2024-09-30

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Linked companies

Private companies	3
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
University of California, Irvine University of California, Irvine Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of San Francisco University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services