Brad Branson, CFA

Partner

With over 30 years of experience, Brad is a Chartered Financial Analyst (CFA) and a member of the CFA and Security Analyst Society of San Francisco. Brad graduated from Pomona College with a degree in Economics. Before joining Cornerstone Capital, he worked at RCM Capital Management (later Allianz Global Investors) in San Francisco. Brad was an Equity Analyst at RCM and later became both Co-CIO of the Private Client Group, managing over $2 billion of HNW assets, and a Senior Portfolio Manager on the Institutional team helping manage over $20 billion of assets.

Brad’s excellent listening skills allow him to have a deep understanding of your financial needs and goals. His analytical background enables him to provide high-quality financial advice related to asset allocation and portfolio construction. 

When he’s not working to manage your finances, you’ll find him hiking with his wife and dog, watching the GS Warriors with his kids, and attending concerts, Broadway musicals and comedy shows.

    • Received his BA degree in Economics from Pomona College.  

    • Worked for Duncan & Branson as an Analyst for two years before joining RCM Capital Management. 

    • Was an Equity Analyst and Portfolio Manager at RCM Capital Management and subsequently became a Senior Portfolio Manager on the Institutional Large Cap team and Co-CIO of the Private Client Group. 

    • Co-managed RCM Capital Management’s tax advantaged equity mutual fund. 

    • Joined Cornerstone Capital in 2006 where he’s been a partner for over 15 years.