Skip Branin

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Profile

Francis Sunfield Branin is a former Chief Executive Officer at Brundage, Story & Rose LLC.
He also worked as a Managing Director at CIBC Private Wealth Advisors, Inc. from 2004 to 2022.
Prior to that, he was an Investment Manager at J.&W.
Seligman & Co., Inc. and a Principal at Stein Roe Investment Counsel LLC.
He started his career as a Research Analyst at Harris Upham & Co, Inc. Education: Mr. Branin completed his undergraduate degree at the University of Pennsylvania and obtained an MBA from The Leonard N Stern School of Business.

Former positions of Skip Branin

Companies	Position	End
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Portfolio Manager-Equities	07/01/2022
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Corporate Officer/Principal	28/02/2004
Brundage, Story & Rose LLC Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	31/12/2001
Harris Upham & Co, Inc. Harris Upham & Co, Inc. Investment Banks/BrokersFinance Security Broker	Corporate Officer/Principal	-
J.&W. Seligman & Co., Inc. J.&W. Seligman & Co., Inc. Investment ManagersFinance Seligman manages portfolios employing a team approach. Each investment team leader is a Managing Director. Their investment teams conduct primary research on all securities considered for inclusion in their portfolios. Their research on potential stock purchases includes on-site visits and one-on-one meetings with management to assess the quality, prospects and direction of a company. Seligman takes the following steps to address investment risk in the portfolios: minimal-to-no cash positions, fundamental research, close management contact and continuous evaluation of their holdings. Their analysts are organized by industry specializations. The investment decision-making process is overseen by the CIO and implemented by each team leader.	Corporate Officer/Principal	-

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Private companies	7
J.&W. Seligman & Co., Inc. J.&W. Seligman & Co., Inc. Investment ManagersFinance Seligman manages portfolios employing a team approach. Each investment team leader is a Managing Director. Their investment teams conduct primary research on all securities considered for inclusion in their portfolios. Their research on potential stock purchases includes on-site visits and one-on-one meetings with management to assess the quality, prospects and direction of a company. Seligman takes the following steps to address investment risk in the portfolios: minimal-to-no cash positions, fundamental research, close management contact and continuous evaluation of their holdings. Their analysts are organized by industry specializations. The investment decision-making process is overseen by the CIO and implemented by each team leader.	Finance
Brundage, Story & Rose LLC Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice	Finance
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Harris Upham & Co, Inc. Harris Upham & Co, Inc. Investment Banks/BrokersFinance Security Broker	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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