Contact

Our People

Brandon S Ure

Role

Sales

Location

Grand Cayman

Previous Experience

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

Qualifications/Accreditations

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.

Charity work

Brandon currently is a volunteer coach for the Cayman Islands Flag Football Association youth league.  

Contact Brandon

To contact Brandon please complete the form below

"*" indicates required fields

Name*
Hidden
Hidden
Hidden
Hidden
This field is for validation purposes and should be left unchanged.

Select your country

Please select your country of residence so we can provide you with the most relevant information: