Brandon serves as MWA’s Director of Financial Analysis and has helped institutional and high-net-worth clients exceed their investment objectives throughout his career. Brandon began his career in financial markets performing fundamental analysis for an institutional multi-asset manager on core and inflation-linked bond strategies. This role quickly expanded to macro-economic research, strategic asset allocation, and tactical positioning for the firm’s unconstrained offering. Over the past few years, Brandon has shifted his focus toward a private wealth client base given his experience with numerous asset classes. Having managed client investments through a wide range of market environments, Brandon has refined his skills in constructing investment portfolios appropriate for meeting individual’s goals and risk tolerances.
Brandon lives in Northern Virginia with his wife, Tessa, and their children Kennedy and Owen. They enjoy time at the beach or lake and attending live music events with the kids. He holds a BS in Finance from Virginia Tech and maintains the Chartered Financial Analyst designation.