Brandon started his career at UBS Wealth Management in 2007, followed by a 13 year stretch at Morgan Stanley and joined RBC Wealth Management in 2020. He earned his bachelor’s degree in economics from the University of Colorado at Boulder. Brandon was born and raised in Beverly Hills, California, and still resides there with his wife and daughter. He works with a diverse set of clients from a broad range of industries, including technology, real estate, professional sports, entertainment and a vast array of startup companies. In November of 2021, he was an integral part in a high profile IPO that RBC acted as a Joint Book runner on.
Brandon’s specialty, Focus - Portfolio Management, is one of the leading discretionary money management platforms in the industry. His expanding knowledge of the markets and the economy allow him to apply a diverse set of skills to portfolio management and asset allocation. Brandon is a specialist in portfolio management and security selection, portfolio construction and implementation. In addition, he focuses on Exchange Traded Securities (ETFs), including their structure, trading characteristics, hedging strategies, fund flows and new products.