Brandon believes in delivering proactive, highly personalized advice.
Joined Lido: 2022
Homebase: Los Angeles
Professional Focus: He focuses on ensuring that Investment Management and Financial Planning are pursued with full consideration of tax and estate planning objectives.
Education: B.A., Economics and Accounting, UC Santa Barbara
Previous Work Highlights: Brandon provided family office services for ultra-high-net worth clients at Bessemer Trust. At UBS Financial Services, he was responsible for diversifying clients holding large amounts of concentrated stock.
Personal Facts: Brandon is a Los Angeles native and resides with his two dogs, Connor and Bloom.
