Client Services

Brandon Johnson

Associate Portfolio Manager

AT ATHENA

In his role with the Portfolio Management team, Brandon participates in the preparation and presentation of performance reports during client meetings. In addition, he prepares and reviews client investment materials, assists in the proposal of portfolio recommendations, and participates in daily market research meetings and monthly investment committee meetings.

CAREER HISTORY

Prior to joining Athena Capital, Brandon worked for the Operations team at Putnam Investments. He managed a team that was responsible for overseeing and reconciling all public data for clients. Brandon played an active role in the service evaluation process, which included monitoring the quality of client calls and delivering feedback to team members on performance.

EDUCATION

Bachelor of Science in Accounting & Finance from Saint Anselm College

ACHIEVEMENTS AND POSTS

Passed Level II of the CFA Exam