Brandon, a portfolio manager and senior member of the Endowments and Foundations Investment Team, works with some of the firm’s most complex endowment, foundation and not-for-profit organizations. Brandon collaborates with clients to understand their investment objectives, construct investment policy statements and build customized portfolios across the liquidity and complexity spectrum. Brandon facilitates and completes research on portfolio construction, asset allocation, spending rate and scenario analysis. He is also a member of the Firm’s Private Income Partnership (PIP) Investment Committee. Many of Brandon’s clients are interested in investing with diverse managers and mission-aligned portfolios.

Prior, Brandon served as an investment consultant with NEPC focused on advising organizations on multi-asset class portfolios. He was 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. Before, Brandon worked for the State Street Bank as a structured products analyst.

 

Education

  • Boston College, MS 
  • Roger Williams University, BS 

Community Involvement

  • Board Member, Roger Williams University Center for Advanced Financial Education
  • Graduate, LeadBoston

Certifications

  • CFA®
  • CAIA

Colleagues

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