Brandon Fitzpatrick, CFA
CHIEF EXECUTIVE OFFICER
As chief executive officer, Brandon oversees all operations of the firm. Brandon holds a BA from Brown University, a master’s in international relations from University of California-San Diego, and a master’s in economics from the University of Miami. He has taught courses in economics at the University of Miami, statistics at Boise State University, and finance at Pacific University. Additionally, Brandon has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute.
Tom Walker, CSCP
CHIEF COMPLIANCE OFFICER
As chief compliance officer, Tom maintains firm compliance with regulatory agencies. Tom holds a BA from George Fox University and a Juris Doctorate in Law from Willamette University College of Law. Additionally, Tom has earned the right to use the Certified Securities Compliance Professional (CSCP) designation from the National Society of Compliance Professionals.