Associate Portfolio Manager
In his role with the Portfolio Management team, Brandon participates in the preparation and presentation of performance reports during client meetings. In addition, he prepares and reviews client investment materials, assists in the proposal of portfolio recommendations, and participates in daily market research meetings and monthly investment committee meetings.
Prior to joining Athena Capital, Brandon worked for the Operations team at Putnam Investments. He managed a team that was responsible for overseeing and reconciling all public data for clients. Brandon played an active role in the service evaluation process, which included monitoring the quality of client calls and delivering feedback to team members on performance.
Bachelor of Science in Accounting & Finance from Saint Anselm College
ACHIEVEMENTS AND POSTS
Passed Level II of the CFA Exam