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Biography

Brandon is an Associate in the Louisville office, supporting trading and investment-related activities. In this role, he assists with portfolio trading and rebalancing of the firm’s stock and ETF models. Additionally, he assists with the operations of the Alternative Investment Team, which includes maintaining client performance reporting and creating and disbursing client distributions and statements.

Prior to joining Cerity Partners, he completed his M.S. in Finance at Vanderbilt University Owen Graduate School of Management. He was previously a summer analyst at Capital Alignment Partners, a Nashville-based investment firm.

In his spare time, Brandon enjoys spending time with his wife and puppy, playing golf, and exploring great restaurants around Louisville.

Education

  • B.B.A. in Finance from the University of Georgia
  • M.S. in Finance from Vanderbilt University

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