Mike Branch
Portfolio Manager-Aktien bei Aperio Group LLC
Profil
Mr. Michael Branch, CFA, is a Manager of Portfolio Research at Aperio Group LLC.
He lead a team of researchers responsible for supporting the policies, procedures, and tools used to standardize decision-making and enhance our investment strategies.
Prior to Aperio, he was a Fund Operations Specialist at California Investment Trust (now Shelton Capital Management), where he managed the daily liquidity for 12 mutual funds.
At CIT, he learned the fundamentals of equity index portfolio management, performance assessment, reporting, and compliance.
He received his undergraduate degree from the University of Arizona.
Aktive Positionen von Mike Branch
| Unternehmen | Position | Beginn |
|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Portfolio Manager-Aktien | 01.01.2011 |
Ehemalige bekannte Positionen von Mike Branch
| Unternehmen | Position | Ende |
|---|---|---|
| Shelton Funds | Corporate Officer/Principal | - |
Ausbildung von Mike Branch
| University of Arizona | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Finance |
| Shelton Funds | Miscellaneous |
