Brad Branson, CFA

Brad Branson is a Partner in the Palo Alto, CA office and a member of the Wealth Management team. With more than 35 years of experience in investment management and wealth advisory, Brad brings a broad perspective shaped by advising high-net-worth and ultra-high-net-worth individuals and families, as well as institutions, foundations and endowments. His extensive background in investment research, portfolio management and financial planning informs his approach to helping clients navigate complex financial decisions and develop strategies aligned with their long-term goals. Brad particularly values building lasting relationships with clients and developing a deep understanding of what matters most to them and their families.

Prior to joining Cerity Partners, Brad was a Partner at Cornerstone Capital, where he spent 20 years advising high-net-worth individuals and families, as well as foundations and endowments, while playing a leadership role in the firm’s investment strategy and portfolio management. His work included investment research, portfolio management and financial planning for private clients, as well as advising foundations and endowments on investment policy and portfolio strategy.

Earlier in his career, Brad spent more than a decade at Rosenberg Capital Management (RCM), later part of Allianz Global Investors, where he held a variety of investment and client advisory roles, including equity analyst, portfolio manager, senior portfolio manager on the institutional large-cap team and Co-Chief Investment Officer of the private client group.

In his spare time, Brad enjoys hiking and exploring the outdoors with his wife and dog, attending musicals with family and golfing with friends. A lifelong Bay Area sports fan, he has also been a Golden State Warriors season ticket holder since 1996.

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