Brandon assists MWA’s partners in the development and implementation of investment strategies for clients, drawing on years of experience across institutional and private wealth settings. He began his career performing fundamental research on core and inflation-linked bond strategies for an institutional multi-asset manager, where his role quickly expanded to include macroeconomic research, strategic asset allocation, and market positioning support.
Today, Brandon assists the partners with investment-related analysis and helps ensure that portfolio recommendations align with client objectives and risk considerations. His broad exposure to a range of asset classes and market environments has equipped him to provide valuable insights to the advisory team.
Brandon earned a BS in Finance from Virginia Tech and holds the Chartered Financial Analyst (CFA) designation, as well as the Series 7 registration. He lives in Northern Virginia with his wife, Tessa, and their children, Kennedy, Owen, and Brooks. Together, they enjoy weekends at the beach or lake and attending live music events as a family.
Today, Brandon assists the partners with investment-related analysis and helps ensure that portfolio recommendations align with client objectives and risk considerations. His broad exposure to a range of asset classes and market environments has equipped him to provide valuable insights to the advisory team.
Brandon earned a BS in Finance from Virginia Tech and holds the Chartered Financial Analyst (CFA) designation, as well as the Series 7 registration. He lives in Northern Virginia with his wife, Tessa, and their children, Kennedy, Owen, and Brooks. Together, they enjoy weekends at the beach or lake and attending live music events as a family.
