What You Can Expect from Brandon:

Brandon brings an organized and analytical mindset to the OGWP team. As a CSDP Associate, he helps maintain organized client files while supporting the Investment Committee through equity research and analysis. His analytical curiosity and attention to detail allow him to contribute while continuing to broaden his financial planning experience.

Knowledge & Experience:

Brandon is pursuing a B.S. in Finance at Fairleigh Dickinson University and is on track to graduate in Spring 2027. He also serves as a Stock Manager for FDU’s Student Managed Investment Fund, where he continues to develop his investment research and analysis skills. Previously, Brandon worked as an assistant coach for Coast Volleyball Club in his hometown of San Diego, where he gained experience developing practice plans, communicating effectively, and working with athletes and peers of all ages.

Get to Know Him:

Originally from San Diego, Brandon is a co-captain of FDU’s Division I Men’s Volleyball team, where he helps lead practices, team events, and game preparation. He has also served as an ambassador for the Gift of Life Bone Marrow Registry. Outside of school and work, Brandon enjoys golfing, hiking, bodyboarding, and spending time with friends and family.