Brandon is a Senior Portfolio Manager for RKL Wealth Management. He creates customized portfolio solutions designed to help clients meet their financial goals. Brandon specializes in quantifying portfolio risk, seeking to build portfolios that are designed for all market conditions.
Professional and Business History
Brandon joined the firm in 2016, bringing over 10 years of experience in the investment industry. His background includes roles as a portfolio analyst and manager. Additionally, he has experience in endowment portfolio research and reporting.
- B.S. Finance, Penn State University
- Chartered Financial Analyst (CFA®)
- Chartered Alternative Investment Analyst (CAIA®)
Professional Activities and Memberships
- CFA Institute
- CFA Society of Philadelphia
- CAIA Association
- CAIA Chapter of Philadelphia
In his free time, Brandon enjoys mountain climbing (Mt. Kilimanjaro, summer 2009) and playing golf. He lives in Mount Joy with his family.