Brandon is a portfolio manager focused on managing portfolios on behalf of nonprofits, families and individuals. He works closely with the firm's investment research and strategic advisory teams to deliver results that support client’s financial goals. He is also a member of the Private Income Partnership (PIP) Investment Committee. Prior to joining the firm, Brandon served as an investment consultant with NEPC where he focused on advising family offices, endowments and foundations on multi-asset class portfolios across the liquidity and complexity spectrum. He was also a member of the Asset Allocation Committee which established the forward looking return and volatility assumptions and he developed firm-wide investment recommendations for clients. Brandon also spent time at BNY Mellon managing various trusts, life income, endowment and foundation portfolios. Prior to that, Brandon worked for State Street as a structured products analyst.


  • Boston College, MS (2011)
  • Roger Williams University, BS (2007)


  • CFA®
  • CAIA


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