Brandon joined Pekin Hardy Strauss in 1997 and has been a Portfolio Manager for nearly 20 years. He manages taxable, charitable, and retirement assets for individuals, families, and other entities with relationships that often span generations. Brandon works closely with his clients to obtain a solid understanding of their investment objectives, risk tolerance, and time horizon to build customized portfolios and financial plans to help meet their financial goals and respond to their changing needs over time. Brandon’s goal is to provide objective investment advice with the highest level of personalized service and professional integrity to help his clients achieve their financial goals and objectives.
In his experience over the years, Brandon has advised and helped clients navigate milestone events in their lives including business sales, estate, and trust distribution, retirement, and divorce.
In addition to his role as Portfolio Manager, Brandon is a shareholder of Pekin Hardy Strauss and is involved in the ongoing management and strategic initiatives of the firm.
Prior to joining the firm, Brandon worked in the trust services department at Northern Trust and played two years of professional soccer for the Chicago Stingers of the United States International Soccer League.
Brandon resides in Winnetka, Illinois with his wife, Cat, and their two children. Outside of the office, Brandon enjoys spending time with family and friends, playing platform tennis, running, and skiing.
Hometown: Northbrook, Illinois
Education: Bachelor of Science in Finance from Miami University in Oxford, Ohio.
Industry Licenses and Designations: Uniform Investment Adviser Law Examination- Series 65
Selected Writing and Interviews
- The Navigator: Fiduciary Duty, Pekin Hardy Strauss Wealth Management
- The Navigator: Roadmap for Heirs, Pekin Hardy Strauss Wealth Management
Email: [email protected]
