Bill Tantalla

Portfolio Manager-Equities at

Aperio Group LLC

Finance

Consumer Services

Profile

Bill Tantalla is currently a Portfolio Manager at Aperio Group LLC since 2023, with employment at the firm starting in 2021.
Formerly, Mr. Tantalla worked as an Assistant Portfolio Manager at Miller Investment Management LP from 2018 to 2021 and as an Analyst at Logan Capital Management, Inc. from 2015 to 2018.
Mr. Tantalla completed undergraduate education at Temple University (Pennsylvania) in 2014.

Bill Tantalla 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.	Portfolio Manager-Equities	01/06/2021

All active positions of Bill Tantalla

Former positions of Bill Tantalla

Companies	Position	End
Miller Investment Management LP Miller Investment Management LP Investment ManagersFinance Miller seeks to generate superior long-term, risk-adjusted returns by managing balanced global, multi-asset class investment portfolios. They also focus on minimizing negative tax impacts for taxable client portfolios. The firm invests in undervalued asset classes and combines a top-down macro framework with a rigorous analysis of sectors, industries and geographies. Investment opportunities are identified across a wide range of asset classes and global markets.	Corporate Officer/Principal	01/06/2021
Logan Capital Management, Inc. Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns.	Corporate Officer/Principal	01/08/2018

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Linked companies

Private companies	4
Logan Capital Management, Inc. Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns.	Finance
Miller Investment Management LP Miller Investment Management LP Investment ManagersFinance Miller seeks to generate superior long-term, risk-adjusted returns by managing balanced global, multi-asset class investment portfolios. They also focus on minimizing negative tax impacts for taxable client portfolios. The firm invests in undervalued asset classes and combines a top-down macro framework with a rigorous analysis of sectors, industries and geographies. Investment opportunities are identified across a wide range of asset classes and global markets.	Finance
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
Temple University (Pennsylvania) Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services