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 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. I

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.