Brandon Troiano
Senior Financial Advisor
As a Financial Advisor at Seventy2 Capital Wealth Management, Brandon focuses on asset allocation and wealth planning. He guides and collaborates with his clients to create an investment plan that is refined and easy to follow. He builds portfolios that are client- centered and goal oriented to meet each client’s specific needs. Brandon’s strength is retirement and estate planning, wealth accumulation and preservation. He works with clients throughout all stages of their life . 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 stepping in to this new role, Brandon started as a Senior Registered Wealth Associate, working with our advisors and clients and building relationships. He also 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 two daughters.