Lisa Goldberg
Direktor der Forschung - Eigenkapital bei Aperio Group LLC
Profil
Dr. Lisa Goldberg is a Director of Research at Aperio Group LLC.
She work with our strategists, portfolio managers, and fellow researchers to develop and enhance Aperio’s investment strategies.
She is responsible for communicating our research externally, and I collaborate with Aperio’s relationship managers to support firm clients.
She began her professional life as a professor of mathematics, but my career in finance launched in 1993 when she joined Barra.
She spent 19 years developing Barra’s factor-based risk models and portfolio management tools and supporting clients as they incorporated risk into their investment processes.
Her work generated five patents.
Following Barra’s acquisition by Morgan Stanley in 2004, she moved to a more client-facing role, which gave me the opportunity to work with global asset and wealth managers, pension funds, investment banks, and hedge funds.
She received her undergraduate degree from the University of Rochester and a doctorate degree from Brandeis University.
Aktive Positionen von Lisa Goldberg
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Direktor der Forschung - Eigenkapital | 01.08.2013 |
Ehemalige bekannte Positionen von Lisa Goldberg
| Unternehmen | Position | Ende |
|---|---|---|
MSCI ESG Research (US)
 MSCI ESG Research (US) Investment ManagersFinance MSCI ESG Research is an investment research firm headquartered in New York City. The firm is a subsidiary of MSCI, Inc. (NYSE: MSCI). The firm provides in-depth research, ratings and analysis of the environmental, social and governance-related business practices of thousands of companies worldwide. MSCI ESG Research builds on the expertise and achievements of sustainability pioneers KLD, Innovest and IRRC, acquired through MSCI's acquisition of RiskMetrics. | Corporate Officer/Principal | 31.05.2012 |
Ausbildung von Lisa Goldberg
| Rochester Christian University | Undergraduate Degree |
| Brandeis University | Doctorate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
MSCI ESG Research (US)
MSCI ESG Research (US) Investment ManagersFinance MSCI ESG Research is an investment research firm headquartered in New York City. The firm is a subsidiary of MSCI, Inc. (NYSE: MSCI). The firm provides in-depth research, ratings and analysis of the environmental, social and governance-related business practices of thousands of companies worldwide. MSCI ESG Research builds on the expertise and achievements of sustainability pioneers KLD, Innovest and IRRC, acquired through MSCI's acquisition of RiskMetrics. | Finance |
