Willie Kwan - Email & Phone Number

Lead Portfolio Manager at Aperio Group, Llc

Willie Kwan is based out of San Francisco, California, United States and works at Aperio Group, Llc as Lead Portfolio Manager.

Willie Kwan's Contact Information

Willie Kwan's Work email

w*****@aperio***.com

Valid

Latest update

November 1, 2025

Location

San Francisco, California, United States

Willie's current employer

Aperio Group, Llc

Description

Website

aperiogroup.com

HQ Location

Sausalito, CA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

April 30, 2024

Read about Aperio Group, Llc

Frequent questions about Willie Kwan

What company is Willie Kwan working for?

Willie Kwan works for Aperio Group, Llc.

What is Willie Kwan's function at Aperio Group, Llc?

Willie Kwan is Lead Portfolio Manager at Aperio Group, Llc.

Where is Willie Kwan based?

Willie Kwan is based out of San Francisco, California, United States.

What is Willie Kwan's work email address?

Willie Kwan's professional email address is w*****@aperio***.com

Who are Willie Kwan's co-workers?

Willie Kwan's colleagues are Darin Koenig, Beyza Black, Leah Schoellkopf, Jialing Lu, Marcellus Haynes, Annie Tan, Lisa Goldberg, Michelle Shkedi, Evan Mizrachy, Hiep Dinh, Mark Bateman, Robert Tymoczko, Taotao Cai, Austin Wilson, Liz Michaels, Andrew Oswald, Robert Quimjian, Nelli Oster, Jack Lindstrom, Antonius Gan, Nick Arnold, Lucas Reisdorf, Michelle Friedman, Penelope Sipilä, Brian Ko, Jenna Salvay, Terence Lau, Kenneth Lassner, Kirsten Meder, Stefanie Assaro, Stephanie Stetson, Jack Delaney, Petar Lalovic, Christine Fernandez.

Willie's co-workers

Darin Koenig

VP, Software Quality Assurance and Test

Beyza Black

Vice President, Client Operations Supervisor at Aperio by BlackRock

Leah Schoellkopf

Vice President Business Management COO and Executive

Jialing Lu

Vice President, Lead Portfolio Manager - Research, Performance, and Risk Management

Marcellus Haynes

VP Software Engineer

Annie Tan

Director, ESG Implementation

Lisa Goldberg

Managing Director and Head of Research

Michelle Shkedi

Head of Investment Policies, Processes and Products, Director

Evan Mizrachy

Managing Director, Senior Client Relationship Manager

Hiep Dinh

Director

Mark Bateman

Managing Director, Director of ESG/SRI Research at Aperio (part of BlackRock)

Robert Tymoczko

Head of Portfolio Trading and Analytics

Taotao Cai

Director, Quantitative Researcher

Austin Wilson

Head of Active Ownership; Associate ESG Strategist

Liz Michaels

Co-Head

Andrew Oswald

Portfolio Manager - Rebalancing Lead

Robert Quimjian

Head of Portfolio Trading

Nelli Oster

Head of Aperio ESG SMAs

Jack Lindstrom

Director, Head of Client Operations at Aperio (now part of BlackRock)

Antonius Gan

Director, Data Engineering and Software QA

Nick Arnold

Head Of Legal

Lucas Reisdorf

Lead Portfolio Manager at Aperio (now part of BlackRock)

Michelle Friedman

Director, ESG/SRI Investment Strategist

Penelope Sipilä

Director, Data Engineering

Brian Ko

Lead Portfolio Manager

Jenna Salvay

Junior Operations Analyst

Terence Lau

Senior Portfolio Manager

Kenneth Lassner

Business Development/Client Service

Kirsten Meder

ESG/SRI Investment Strategist

Stefanie Assaro

ESG/SRI Investment Associate

Stephanie Stetson

Client Relationship Manager

Jack Delaney

Portfolio Manager - ESG Implementation

Petar Lalovic

Investment Strategist

Christine Fernandez

Associate Portfolio Manager - ESG

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