Brandon Yee, CFA, CAIA
Brandon joined Versant Capital Management in 2015 as a Research Analyst. He conducts investment due diligence and designs and implements tools and processes to support the firm’s research. Prior to joining Versant, Brandon was a Client Relationship Associate at Vanguard Group, where he worked with clients and provided technical support to the firm’s investment counselors and professional staff.
Brandon has earned the prestigious Chartered Financial Analyst® (CFA®) designation and is a CFA® Charterholder. The CFA charter, a respected and recognized worldwide investment credential, represents a tradition of upholding high standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals, and investors as a standard by which to measure the competence, integrity, and dedication of serious investment professionals.
Brandon holds the Series 65/ The Uniform Investment Adviser Law license, which qualifies candidates as investment adviser representatives, and has obtained FINRA licenses in “Investment Company Products/Variable Contracts Limited Representatives, with emphasis on Securities and Tax Regulation and Securities Markets, Investment Securities, and Economic Factors” (Series 6) and “Uniform Securities Agent with emphasis on State Securities Act” (Series 63). In addition, Brandon is a Level II CAIA candidate. The CAIA curriculum provides the skillset to conduct due diligence on alternative investments, such a private equity and hedge funds.
Brandon is a Phoenix, Arizona native and holds 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. His varied educational background in biology and finance help him to look at challenges from multiple angles, resulting in unique and well-rounded approaches and solutions.
Brandon is proud to be on the Versant Capital Management team to “help clients invest successfully in the markets, so they can more easily invest in the experiences they wish to enjoy.”