Director, Private Wealth Client Services
Brandon is a Director, Private Wealth Client Services in the Atlanta office. In his role, Brandon directly supports our clients in all areas of wealth management. He is responsible for handling the day-to-day needs of client portfolios, as well as facilitating the complex moving parts of family office management. He has a passion for delivering great service and takes pride in building strong client relationships, from the initial onboarding process to the ongoing client relationship.
Brandon joined Cresset after early career experience at Morgan Stanley Smith Barney. He has held several roles throughout his career in finance, starting as a Junior Planning Advisor and ultimately serving as Director of Client Service at Resource Planning Group, a boutique, comprehensive Atlanta RIA. Most recently, Brandon worked as a Client Service Manager for Balentine, an institutional, private wealth, and multi-family office investment and financial planning firm in Atlanta. Brandon earned a dual bachelor’s degree, magna cum laude, in economics and international affairs with a minor in Spanish from Georgia Tech.
Brandon — a true “Georgia Peach”— is a native of Milton, Georgia. A member of North Point Community Church, he is passionate about serving his community. Brandon is Co-President of ReVIVE, and a huge supporter of the long-term, residential, Christ-centered program for men in addiction, No Longer Bound. He is also a founding board member of Meals by Grace, a local non-profit that battles food insecurity for children and their families in Forsyth and Dawson counties. Brandon’s interests and hobbies include traveling, good food with good company, live music, kickboxing, hiking, and camping. Brandon and his partner, John, live in Dunwoody.