Brandon Cawley, CFA®

Brandon is a Portfolio Manager and has over 10 years of experience in financial services. Brandon began his career at the headquarters of a leading insurance provider before finding his love for markets at an institutional investment management firm in the Washington, D.C. area. He focused on all-asset portfolios where he exceeded client performance goals through a variety of asset classes and products before deciding he wanted to serve private clients. His responsibilities have ranged from strategic asset allocation and environmental risk management to equity research, credit analysis, and trading.

Brandon is a graduate of Virginia Tech with a Bachelor of Science in Finance and holds the distinguished Chartered Financial Analyst (CFA) designation. He currently resides in Falls Church with his daughter, Kennedy, and wife, Tessa. He is originally from Southeast Virginia and loves to spend time on the water with his family.