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/
Mike Saunders, MBA
Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, 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 Wayne Miller and Darren Grunberg with Hale & Associates Discussing Fixed Index Annuities - February 11, 2026
- Interview with Wayne Miller and Darren Grunberg with Hale & Associates Discussing Retirement Risks - February 11, 2026
- Interview with Marco Lopez, Mental Performance Expert for Visionaries - February 11, 2026
