General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Senior Portfolio Manager, Brandon is responsible for overseeing the portfolios of client accounts as well as conducting performance and market reviews. He also assists in the development of investment strategies and portfolio allocations. Brandon recognizes that financial literacy is key knowledge for investing in the market and he thrives on using his expertise to provide investment strategies to help meet financial and lifestyle goals for Trust Point’s clients. Providing a sense of ease that our clients’ investments are constantly monitored and invested in a manner that is tailored to the client’s risk and return objectives, is something Brandon prides himself on.