Investment Research Associate | Denver
As an Analyst in our Investment Research department, Brandon's primary responsibility is to track the functioning and performance of the mutual funds on our $5B wealth management platform. Additionally, he supports the research team in all things investments related and regularly contributes to our Week in Review email. Given First Western’s teamwork-focused culture, he appreciates being given the unique opportunity to make meaningful contributions to team initiatives. Each day, working at First Western offers new challenges and opportunities to learn and build expertise within a very supportive environment.
Prior to joining First Western, Brandon worked at Edward Jones in St. Louis, MO, as an investment research analyst. He spent time in both the mutual fund and equity research departments. He also has meaningful bond research and investment sales experience through his prior work at Mutual of Omaha Insurance Company, and as an agent for New York Life Insurance company.
Getting to Know Brandon
What do you like most about what you do?
Every day is different! Capital markets are dynamic and evolving, characteristics of which I find intellectually stimulating.
What do you believe is your best quality?
My demeanor is fairly relaxed. I’ve found that this quality has served me well through life.
What are your interests outside of work?
Spending time with my daughter, working out, and “nerding out” in a variety of subjects.
- Master of Science in Security Analysis and Portfolio Management from Creighton University
- Master of Business Administration from Creighton University
- Bachelor of Science in Finance from University of Nebraska, Lincoln