Brandon most recently acted as a portfolio manager on a consultancy basis for Clover Investment Advisers with Fund Solution Services based in the Cayman Islands. There he managed numerous portfolios across the 40 million USD book of business with a focus on client risk tolerances, and execution. His role also called for management of the firm on a day-to-day basis. The firm provided wealth management, brokerage, and investment banking to corporations, financial institutions and high-net-worth individuals.
Previously, Brandon worked as a financial adviser with Morgan Stanley Smith Barney in Chicago, Illinois. There he managed the investment portfolios for local area credit unions.
Areas of Expertise
- Discretionary portfolio management
- Client directed order execution
- Bespoke financial planning services
Brandon holds a BSc in Agriculture from Michigan State University and is qualified through a Series 3, Series 7, Series 63, and Series 66 designations with Financial Industry Regulatory Authority (FINRA) in the United States of America.
Brandon currently is a volunteer coach for the Cayman Islands Flag Football Association youth league.
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