![Brian Ko](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Mr. Brian Ko is a Senior Portfolio Manager & Team Lead at Aperio Group LLC.
As a member of the portfolio management team, he is responsible for rebalancing our accounts, overseeing the day-to-day workflow of client requests, and analyzing client portfolios.
He work closely with members of various teams—ranging from operations to business development and systems development—to address tasks or issues that may arise.
Mr. Ko was employed as a Fund Accounting Manager by State Street Bank & Trust Co. and a Senior Client Operations Associate by Tran Capital Management LP.
He received his undergraduate degree from the University of California, Davis and a graduate degree from St. Mary's College of California.
Cargos activos de Brian Ko
| Empresas | Cargo | Inicio |
|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Gestor de Cartera-Acciones | 01/05/2014 |
Antiguos cargos conocidos de Brian Ko.
| Empresas | Cargo | Fin |
|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | - |
Tran Capital Management LP
 Tran Capital Management LP Investment ManagersFinance TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform. | Corporate Officer/Principal | - |
Formación de Brian Ko.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
15
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform. | Finance |
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Finance |
St. Mary's College of California
 St. Mary's College of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Davis
 University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Bolsa de valores
- Insiders
- Brian Ko
Elige MarketScreener 
