![Julie VanDervort](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Julie VanDervort
Portföljförvaltare-Aktier på
Aperio Group LLC
Profil
Ms. Julie M.
VanDervort is a Vice President of Portfolio Management 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.
Aktiva positioner av Julie VanDervort
| Företag | Position | Start |
|---|---|---|
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. | Portföljförvaltare-Aktier | 2021-10-01 |
Julie VanDervorts utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
69
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Monmouth University
 Monmouth University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
