Brian Ko

Portfolio Manager-Equities at

Aperio Group LLC

Finance

Consumer Services

Profile

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.

Brian Ko active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/05/2014

All active positions of Brian Ko

Former positions of Brian Ko

Companies	Position	End
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	-

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Linked companies

Private companies	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

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