I lead a team of researchers responsible for supporting the policies, procedures, and tools used to standardize decision-making and enhance our investment strategies. Prior to Aperio, I was a Fund Operations Specialist at California Investment Trust (now Shelton Capital Management), where I managed the daily liquidity for 12 mutual funds. At CIT, I learned the fundamentals of equity index portfolio management, performance assessment, reporting, and compliance. I’ve been working with a team to develop investment decision-making algorithms that translate client preferences for risk, taxes, and factors/ESG into optimal portfolios. The project has enhanced our ability to provide customized solut