Patrick co-founded Aperio Group in 1999, which became a leading investment management firm in customized indexing. Patrick was the Chief Investment Officer and CEO at Aperio until retirement in 2021. During that time the firm’s assets grew to $42 billion in assets managed. Prior to Aperio Patrick had been the Research Director and CFO at Morningstar.

Learn more: https://patrickgeddes.co/

Buy a copy of his book: “Transparent Investing: How to Play the Stock Market without Getting Played”
https://www.amazon.com/Transparent-Investing-Market-without-Getting-ebook/dp/B09N9YGV8B/

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Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Their More Money for You Program - May 14, 2024
• Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group-Discussing IRA Rescue to Leverage Retirement Wealth - May 14, 2024
• Interview with Michael Opp Founder of Opp Financial-Purpose vs Performance – Fiduciary Concerns & Purpose Driven Accounts - May 13, 2024