Institutional Advisory

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Matthew Brandwein
Client Service Associate

Mr. Brandwein handles client service, reporting and account administration for our high net worth individuals and families. In addition, he has responsibilities in operations. Previously, he worked as a Client Service Associate at JP Morgan in the Private Bank. Mr. Brandwein has a B.A. in Finance and Information Systems from Xavier University and has 4 years of investment experience.

T: 804-287-2724
E: Click here to email Matthew Brandwein
INVESTMENT TEAM
CLIENT SERVICE TEAM