Mark Bateman
Director of Research - Equity at Aperio Group LLC
Mark Bateman active positions
Companies | Position | Start | 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. | Analyst-Equity | 01/03/2015 | - |
Director of Research - Equity | 01/03/2015 | - |
Career history of Mark Bateman
Former positions of Mark Bateman
Companies | Position | Start | End |
---|---|---|---|
Investor Responsibility Research Center, Inc. | Corporate Officer/Principal | - | - |
IW Financial
IW Financial Miscellaneous Commercial ServicesCommercial Services IW Financial provides environmental, social, and governance research consulting and portfolio management solutions. Its solutions include research workstations, portfolio management tools, client research integration, investment compliance reporting, custom research, private label solutions, and training and support. The company was founded by Samuel Pierce and Dan Porter in 2001 and is headquartered in Portland, ME. | Director/Board Member | 17/03/2010 | 17/03/2010 |
Chief Tech/Sci/R&D Officer | 17/03/2010 | - |
Training of Mark Bateman
The Johns Hopkins University | Undergraduate Degree |
George Washington University | Graduate Degree |
Statistics
International
United States | 6 |
Operational
Director/Board Member | 1 |
Chief Tech/Sci/R&D Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Commercial Services | 3 |
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
IW Financial
IW Financial Miscellaneous Commercial ServicesCommercial Services IW Financial provides environmental, social, and governance research consulting and portfolio management solutions. Its solutions include research workstations, portfolio management tools, client research integration, investment compliance reporting, custom research, private label solutions, and training and support. The company was founded by Samuel Pierce and Dan Porter in 2001 and is headquartered in Portland, ME. | Commercial Services |
Investor Responsibility Research Center, Inc. | Commercial Services |
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 |
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