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Paul Solli
Retired at Retired
Paul Solli is a retired business leader based in Sausalito, California. He is notably recognized as the Co-founder and former Chief Marketing and Strategy Officer of Aperio Group, an investment management firm that specialized in customizing wealth portfolios. During his tenure at Aperio, the firm managed over $30 billion in assets before being acquired by BlackRock in 2021.1
Solli's professional journey began as a CPA at Peat, Marwick, Mitchell & Company, and he has held various roles in management consulting at firms such as Bain & Company and Salomon Brothers. Beyond his career in finance, Solli is also an avid adventurer, having recently undertaken a motorcycle trip through Tanzania, reflecting his passion for exploration.1
In addition to his professional accomplishments, Solli shares insights on entrepreneurship and the importance of having a backup plan for aspiring business owners, emphasizing the need for strong leadership and problem-solving skills in the business landscape.1
Highlights
If you read any one book on investing this year, or next ten years, make it this one…
For both wealth manger practioners and individual investors, my Aperio co-founder, Patrick Geddes, has written a wonderful new book entitled Transparant Investing. Transparent Investing went on sale today, January 25, 2022, and the electronic version will be free for three days on Amazon, January 25, 26, and 27, https://lnkd.in/gyKfJbvF.
It’s an advice book on investing, but reflected through two main lenses, 1) how our brains are wired through evolution to make poor investment decisions, and 2) how the investment industry capitalizes on those biases in our brains to sell consumers a lot of expensive garbage while at the same time providing some useful services. The book also includes a questionnaire for how investors can determine whether to manage a portfolio by themselves or hire a manager to do it for them, with a complete guide for those going DIY.
Patrick Geddes was the co-founder and CEO of Aperio Group, an innovator in customized indexing that he grew to $42 billion in assets under management as of the end of 2020, when he retired. Prior to co-founding Aperio, Patrick was Morningstar’s first Research Director and first CFO.
All net proceeds from the sale of the book will be donated to nonprofits providing financial literacy. For more information, go to https://lnkd.in/gF9tgwct.
Great opportunity for a smart individual interested in ESG investing...
