Brandon Yee, CFA, CAIA
Senior Research Analyst
I joined Versant Capital Management in 2015 as the firm’s investment Research Analyst. I conduct investment due diligence and design and implement tools and processes to support the firm’s research. Before Versant, I was a Client Relationship Associate at Vanguard Group, where I provided technical support to the firm’s investment counselors and 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 respected and recognized worldwide investment credential, represents a tradition of upholding high education standards and integrity 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 serious 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 a 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. I have 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).
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, resulting in unique and well-rounded approaches and solutions.
I am proud to be on the Versant Capital Management team to help clients invest successfully in the markets, to more easily invest in the experiences they wish to enjoy.