Brandon Yee, CFA, CAIA
Director of Research
I joined Versant Capital Management in 2015 as the firm’s investment Research Analyst. Today, as the Director of Research, I lead the investment due diligence team, where I provide recommendations for investment selection and our clients’ strategic asset allocation. My specialties also include alternative investment due diligence and performance evaluation. I am a voting member of the firm’s Investment Committee and the head trader. Before Versant, I was a Client Relationship Associate at Vanguard Group, where I provided technical support to investment counselors and other professional staff.
A professional credential I am especially proud to hold is the Chartered Financial Analyst® (CFA®) designation and being a CFA® Charterholder. The CFA charter, a worldwide investment credential, represents a tradition of upholding education standards in the investment profession. The charter is recognized by employers, investment professionals, and investors as a standard to measure the competence, integrity, and dedication of investment professionals. I am also a Chartered Alternative Investment Analyst (CAIA), a credential for investment professionals who are educated to provide the skillset to conduct due diligence on alternative investments, such as private equity, and hedge funds. In addition, I hold the Series 65/ The Uniform Investment Adviser Law license, which qualifies candidates as investment adviser representatives.
Currently, I am a part of BlackRock’s emerging investments team leaders and influencers cohort in their experiential leadership program called the Emerging Leader Lab. BlackRock is an asset management firm based in New York that conducts an annual program designed to help leaders better influence strategy, problem-solve current challenges, deliver a meaningful client experience, and advance growth initiatives.
I am a Phoenix, Arizona native and hold 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. My varied educational background in biology and finance helps me look at challenges from multiple angles. I am proud to be on the Versant Capital Management team to help clients invest in the markets and in the experiences they wish to enjoy.