Managing Director and Investment Adviser Representative
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Brandon Barrett Location
Baldwin, MD, US
Brandon Barrett Work
2017 -now Managing Director and Investment Adviser Representative @ Elbrus Partners, LLC
2017 -now Managing Partner @ MMHK LLC
2011 -2017 Director of Portfolio Management @ Kissinger Financial Services, LLC / Affiliated Wealth Partners Holdings LLC
2009 -2011 Associate @ Arcstone Capital LLC
2010 -2011 Assistant Portfolio Manager @ Towson University Investment Group
2009 -2010 Manager - Student Computing Services @
2009 -2009 Operation's Associate @
2003 -2008 Culinary @ Mays Chapel Ridge Retirement Community
Brandon Barrett Education
Towson University
Bachelor of Science (B.S.) (Finance, Minor in Economics)
2006-2010
Passed Level I & II of the CFA Program
Brandon Barrett Skills
Investments
Portfolio Management
Financial Analysis
Microsoft Excel
Financial Modeling
Mutual Funds
Customer Service
PowerPoint
Strategic Financial Planning
Insurance
Microsoft Office
Risk Management
Equities
Bloomberg
Fixed Income
Asset Allocation
Finance
Financial Planning
Brandon Barrett Summary
Brandon Barrett, based in Baldwin, MD, US, is currently a Managing Director and Investment Adviser Representative at Elbrus Partners, LLC. Brandon Barrett brings experience from previous roles at MMHK LLC, Kissinger Financial Services, LLC / Affiliated Wealth Partners Holdings LLC, Arcstone Capital LLC and Towson University Investment Group. Brandon Barrett holds a 2006 - 2010 Bachelor of Science (B.S.) in Finance, Minor in Economics @ Towson University. With a robust skill set that includes Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Financial Modeling and more. Brandon Barrett has 6 emails and 1 mobile phone numbers on RocketReach.
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