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About Brandon

Brandon did not grow up with the desire to be a Financial Planner. It was the game of basketball that first garnered his interest. Yet shortly after he stopped playing competitively, he found a new passion- entrepreneurship and investing. At Boston University, he naturally gravitated towards the world of finance and realized that becoming a Financial Advisor was his destined career path. “I am able to combine two of my passions: helping people and nerding out over economics, investment and financial strategies.”

Brandon works closely with business owners, successful professionals, and retirees to guide them through a broad range of financial decisions. He is particularly focused on helping basketball coaches and professional athletes accumulate and protect their
wealth. Along with understanding the unique challenges and opportunities for them, he applies key elements of basketball strategy to financial planning helping ensure his clients are becoming educated during the process.

Prior to joining Claro Advisors in 2021, Brandon spent 9 years as a wealth manager for the Financial Compass Group. In just his first year in the business, Brandon was awarded the “National Developing Advisor of the Year” as a member of Equitable’s Retirement Benefits Group. Brandon has been named in Boston magazine as a Five Star Wealth Manager award winner (2018-2020)and on Wealthmanagement.com’s 2019 Thrive List of Fastest Growing Advisors*.

Brandon graduated from Boston University with a concentration in finance. After graduation, Brandon quickly earned his Certified Financial Planning Designation at his alma mater. He is an active member of the Boston Estate Planning Council, The Jewish Federation of Boston, and an avid fan of all things basketball.

*DISCLOSURE: The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,580 Boston wealth managers were considered for the award; 463 (13% of candidates) were named 2020 Five Star Wealth Managers. 2019: 3,619 considered, 566 winners; 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners. *DISCLOSURE: The Wealthmanagement.com Thrive Award was designated by Wealthmanagement.com and awarded in 2019. To qualify for the Wealthmanagement.com Thrive list of fastest growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. This award is obtained by application. Claro Advisors does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with a Thrive award recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.