
Tennessee Emerges as a New and Important Trust State
Exciting newer laws have empowered trustees based on Tennessee with far greater flexibility and advantages in trust administration.
Brandon oversees Counsel Trust’s institutional business working closely with attorneys and outside advisors on directed trust and private label relationships. He also provides investment management and consulting services for businesses, retirement plans and high net worth individuals..
2012
Obtained Series 65 license.
2010
Joined ECA Investment Group as a Principal.
2008
Served as an Assistant Vice President at Bank of America in the Corporate Investments Group of the corporate bank.
2006
Obtained Series 7 and Series 63 licenses.
2005
Served as an Analyst and Associate at Banc of America Securities, LLC in the Global Structured Products Group of the investment bank.
2004
Graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science in finance.