Brandon Muzzarelli has more than 15 years of experience in wealth management – with more than 10 years spent managing assets of trust, retail and institutional balanced portfolios. As a Portfolio Manager, Brandon manages assets for high-net-worth individuals and institutional clients.
In addition to portfolio management, Brandon also has experience in operations, performance measurement, GIPS compliance and research analysis.
Brandon chose this career because he finds joy in helping others and is passionate about finding solutions that help his clients work toward their goals.
He holds a Bachelor of Science in Mathematics, Associate of Business in Finance, and Associate of Business in Economics – all from the University of St. Francis. This trifecta gives him a well-rounded understanding of how portfolio management decisions may affect a client’s account in an ever-changing economic landscape. Brandon has also been awarded the CFA Institute’s Investments Foundation Certificate.
Outside of work, Brandon and his family enjoy all things sports. Whether it’s watching, playing or coaching baseball, basketball or golf, or cheering on his wife who coaches volleyball, they are a true sports family.