Mike Branch
Portfolio Manager-Equities at Aperio Group LLC
Profile
Mr. Michael Branch, CFA, is a Head of Investment Oversight & Research at Aperio Group LLC.
Mr. Michael Branch is the Head of Investment Oversight and Research at Aperio.
He leads a team of researchers responsible for supporting the policies, procedures, and tools used to standardize decision-making and enhance our investment strategies.
Previously, Mr. Branch served as a Fund Operations Specialist at California Investment Trust, now known as Shelton Capital Management.
Mr. Branch holds a BS magna cum laude in Finance from the University of Arizona and is a Chartered Financial Analyst (CFA) charterholder.
Mike Branch active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | 2010-12-31 |
Former positions of Mike Branch
| Companies | Position | End |
|---|---|---|
| Shelton Funds | Corporate Officer/Principal | - |
Training of Mike Branch
| University of Arizona | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 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 |
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