Brandon L. Cauley
Executive Registered Client Service Associate
As an Executive Registered Client Service Associate at Seventy2 Capital, Brandon Cauley’s goal is to be proactive and make life easier for his advisor. His responsibilities include handling operational needs, onboarding clients, transferring assets, helping clients with online access and navigating materials, assisting in explaining accounts and their fees, ensuring compliance standards are met, and account maintenance. By handling the operational needs involved in wealth management, Brandon allows his advisor to focus on client-facing tasks.
Prior to joining Seventy2 Capital, Brandon gained twenty years of experience in the financial industry. He began his career as a trainee on the trading floor at Legg Mason, then worked in investment services at Bank of America, Deutsche Bank, and Wells Fargo Advisors. To better the services he is able to offer clients, he earned his Series 7 and 66 registrations.
Brandon has a degree in Finance from Morgan State University. As a former triathlete, he is a fitness advocate who enjoys staying active through participating in his cyclist club, running, swimming, skiing, and hiking.