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Mike Branch
Gestore di Portafoglio-Azioni presso Aperio Group LLC
Posizioni attive di Mike Branch
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2011 | - |
Storia della carriera di Mike Branch
Precedenti posizioni note di Mike Branch
Società | Posizione | Inizio | Fine |
---|---|---|---|
Shelton Funds | Corporate Officer/Principal | - | - |
Formazione di Mike Branch
University of Arizona | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 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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