Brandon John Yee
Direttore della Ricerca - Azioni presso Versant Capital Management, Inc.
Profilo
Mr. Brandon J.
Yee, CFA, is a Director of Research at Versant Capital Management, Inc. He joined the firm in 2015.
He conducts investment due diligence and designs and implements tools and processes to support the firm’s research.
Prior to joining Versant, Mr. Yee was a Client Relationship Associate at Vanguard Group, where he worked with clients and provided technical support to the firm’s investment counselors and professional staff.
Mr. Yee holds a B.S.
in Finance and a B.S.
in Molecular and Cellular Biology from The University of Arizona, earning both degrees magna cum laude.
He holds the Series 65/ The Uniform Investment Adviser Law license and has obtained FINRA licenses in “Investment Company Products/Variable Contracts Limited Representatives, with emphasis on Securities and Tax Regulation and Securities Markets, Investment Securities, and Economic Factors” (Series 6) and “Uniform Securities Agent with emphasis on State Securities Act” (Series 63).
In addition, Mr. Yee is a Level II CAIA candidate and a CFA Charterholder.
Posizioni attive di Brandon John Yee
Società | Posizione | Inizio |
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Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Direttore della Ricerca - Azioni | 01/01/2023 |
Formazione di Brandon John Yee
University of Arizona | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Finance |
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