Aperio Group, Portfolio Manager, Pax ESG Beta® Quality Fund and Pax ESG Beta® Dividend Fund
Annie Tan is an Associate Portfolio Manager at Aperio Group LLC (Aperio) and a member of the Pax ESG Beta Quality Fund and Pax ESG Beta Dividend Fund portfolio management team.
Aperio serves as subadviser of the Pax ESG Beta Quality Fund and Pax ESG Beta Dividend Fund. At Aperio, Annie is responsible for providing analytical support in the research, portfolio management, and trading of client portfolios.
Prior to Aperio, Annie was an investment analyst at Dragon Financial Group. She received her Bachelor of Arts in Economics from the University of California at Davis and her Master of Science in Financial Analysis from the University of San Francisco.
ALPS Distributors, Inc. is not affiliated with Aperio Group, LLC.