CFA Director

Brandon Ferree, CFA


Brandon is a CFA® charterholder and relationship manager with over 17 years of investment industry experience servicing high net worth individuals with a history as a portfolio manager for trusts. He understands what is needed to put clients on the path of their desired financial goals and future. Brandon and his family consist of 5 kids, which keep him busy during sports and hosting large family gatherings. He keeps active by cycling, playing pickleball during the best weather days and heading to Mt. Hood during the winter.


B.S., Portland State University