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Michael Branch, CFA

Michael Branch, CFA

Michael Branch, CFA, is a Senior Portfolio Manager and Manager of Portfolio Research at Aperio. He is responsible for leading the research efforts that support the implementation and enhancement of existing strategies as well as new strategy development. He also actively participates in servicing client requests related to products and analytics. Prior to joining Aperio, Michael was a Fund Operations Specialist for California Investment Trust, a mutual fund company. He received his BS in Finance from the University of Arizona. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Michael co-authored “Factoring Profitability” with Lisa Goldberg and Ran Leshem published in Risk-Based and Factor Investing, ed., Emanuel Jurczenko (New York: Elsevier, 2015). He was the sole author of “The Case for Global Stock Portfolios,” published in the Journal of Indexes in 2011. Mike loves hiking, biking, stair-climbing, and other grueling activities.