Mike Branch
Portefeuillebeheerder-Aandelen bij Aperio Group LLC
Profiel
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.
Actieve functies van Mike Branch
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2011 |
Eerdere bekende functies van Mike Branch
| Bedrijven | Functie | Einde |
|---|---|---|
| Shelton Funds | Corporate Officer/Principal | - |
Opleiding van Mike Branch
| University of Arizona | Undergraduate Degree |
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| Bedrijven in privébezit | 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 |
