1 week ago
Fiduciary Update | August 2022
In this edition of Fiduciary Update, CAPTRUST shares insights on...
Financial Advisor,
Relationship Manager
CAPTRUST welcomed Brandon in 2014, and he currently serves as a financial advisor and relationship manager. He is responsible for maintaining client relationships, providing fiduciary services to corporate plan sponsors, and assisting with pre-sale marketing efforts.
Prior to his role as a relationship manager, Brandon served as a manager on the CAPTRUST nonqualified executive benefits business line. Brandon earned a Bachelor of Business Administration degree with concentrations in finance and economics from Pace University in New York and a Master of Business Administration degree with concentration in financial management from North Carolina State University. He is currently a Board Member for NAPA NQPA Designation and Conferences.
Outside of work, Brandon enjoys spending time with family, golfing, fishing, and snowboarding.
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