Patrick Geddes

Founder at

Aperio Group LLC

Commercial Services

Consumer Services

Energy Minerals

Profile

Mr. Patrick Geddes is a Senior Advisor & Chief Tax Economist at Aperio Group LLC.
He is on the Board of Directors at The Campaign Legal Center.
He analyze cash flows for complicated tax situations facing our clients and their tax advisors, including charitable donations, incentive options, and estate/gift tax scenarios.
Prior to co-founding Aperio,he was the Research Director and CFO at Morningstar.
He received his MBA from The University of Chicago.

Patrick Geddes active positions

Companies	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.	Founder	01/08/1999
The Campaign Legal Center The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services Operates as nonpartisan campaign legal center	Director/Board Member	-

All active positions of Patrick Geddes

Former positions of Patrick Geddes

Companies	Position	End
Amoco Corp. Amoco Corp. Oil Refining/MarketingEnergy Minerals Explores for, develops, produces, and refines crude oil and natural gas	Corporate Officer/Principal	-
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-
MORNINGSTAR, INC.	Director of Finance/CFO	01/08/1999

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Linked companies

Private companies	6
Amoco Corp. Amoco Corp. Oil Refining/MarketingEnergy Minerals Explores for, develops, produces, and refines crude oil and natural gas	Energy Minerals
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
Morningstar, Inc. Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services	Commercial Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Campaign Legal Center The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services Operates as nonpartisan campaign legal center	Commercial Services