Brandon Troiano

Senior Registered Wealth Associate
Brandon Troiano | Senior Registered Wealth Associate | Seventy2 Capital

As a Senior Registered Wealth Associate at Seventy2 Capital Wealth Management, Brandon Troiano’s key responsibilities are preparing performance reports, market analysis, investment planning, and most importantly client communication. He works with his advisors to help clients navigate tough markets and create a wealth plan that fits their needs. Brandon approaches his responsibilities as if he were the client on the other side of the line, treating clients as more than just a number on a sheet but as individual people with unique circumstances for each situation.

 

Prior to joining Seventy2 Capital, Brandon spent eight years as a Senior Wealth Strategy Associate at UBS. In this role, he gained experience in client communications to make sure they were up to date with any specific news or events that were going on in the market. Additionally, he was the team’s head trader and head researcher, always looking for new investment ideas as well as how the team wanted to position itself.

 

Brandon received his bachelor’s degree in business administration from Fordham University, with a concentration in finance and a minor in economics. Outside of the office, he enjoys playing golf with friends and family, watching the New York Yankees and Giants, and spending time with his wife and daughter.

 

Location: Westport