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Brandon Wester Email & Phone Number

Director of Investment Research at Longwave Financial, LLC at Longwave Financial, LLC
Location: New York, United States 9 work roles 4 schools
1 work email found @longwavefinancial.com 1 phone found area 866 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@longwavefinancial.com
Direct phone (866) ***-****
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Current company
Role
Director of Investment Research at Longwave Financial, LLC
Location
New York, United States
Company size

Who is Brandon Wester? Overview

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Quick answer

Brandon Wester is listed as Director of Investment Research at Longwave Financial, LLC at Longwave Financial, LLC, a with 6 employees, based in New York, United States. AeroLeads shows a work email signal at longwavefinancial.com, phone signal with area code 866, and a matched LinkedIn profile for Brandon Wester.

Brandon Wester previously worked as Director of Investment Research at Longwave Financial, Llc and Investment Analyst at Longwave Financial, Llc. Brandon Wester holds Masters In The Science Of Finance, Financial Mathematics, 4.0 from University Of Portland Pamplin School Of Business.

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Email format at Longwave Financial, LLC

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{first}@longwavefinancial.com
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Profile bio

About Brandon Wester

Multifaceted business professional and master in finance graduate with a history of working in the portfolio management industry. Proven work record in private equity, financial analysis, portfolio management, marketing financial products, budget management, resource allocation, and staff management. Skilled in research, communication, mathematics, analytical modeling, entrepreneurship, and working towards a CFA appointment.

Listed skills include Investments, Leadership, Start Ups, Fintech, and 7 others.

Current workplace

Brandon Wester's current company

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Longwave Financial, LLC
Longwave Financial, Llc
Director of Investment Research at Longwave Financial, LLC
new york, united states
Employees
6
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9 roles · 12 years

Brandon Wester work experience

A career timeline built from the work history available for this profile.

Director Of Investment Research

Current

New York, New York, United States

Dec 2022 - Present

Founder

Portland, Oregon Area

- Founded a revolutionary startup that seeks to democratize wealth management for the retail market. Based on the belief that every investor deserves affordable world-class money management no matter their net worth or investment size.- Creating a unique and groundbreaking financial algorithm and AI software to actively manage investments of any size. It is based on Nobel Prize-winning math and adapts to any client’s needs using advanced machine learning techniques.- I am currently… Show more - Founded a revolutionary startup that seeks to democratize wealth management for the retail market. Based on the belief that every investor deserves affordable world-class money management no matter their net worth or investment size.- Creating a unique and groundbreaking financial algorithm and AI software to actively manage investments of any size. It is based on Nobel Prize-winning math and adapts to any client’s needs using advanced machine learning techniques.- I am currently partnered with some of the top computer science talents and fellow Stanford alumni to bring these ideas to fruition. My roles include creating financial algorithms, ensuring regulatory compliance and mapping code. Show less

Aug 2017 - Jan 2021

Director Of Finance

Portland, Oregon Area

- Performed daily management of budgets for over 100 university social and professional organizations in excess of one million dollars. Performed detailed data analysis documents to present to the university senate and management insuring timely dispersal throughout the university and outside vendors.- Hired and directed 8 financial managers as well as a personal controller (accounting staff). Trained them on university financial policy and led the team to make wise budgeting… Show more - Performed daily management of budgets for over 100 university social and professional organizations in excess of one million dollars. Performed detailed data analysis documents to present to the university senate and management insuring timely dispersal throughout the university and outside vendors.- Hired and directed 8 financial managers as well as a personal controller (accounting staff). Trained them on university financial policy and led the team to make wise budgeting decisions.- Developed, documented, and trained organization leaders on a new online budgeting system which streamlined and improved the outdated physical process. Show less

May 2018 - May 2019

Private Equity Financial Analyst

Access Securities

Greater New York City Area

- Analyzed actively managed investment companies from around the world. This included an analysis of their portfolio performance, strategy, and makeup. From this analysis, my organization and I were able to create unique private equity fund portfolios for some of the world’s largest investors. - I also researched the world financial markets daily to provide insights to our clients and prop traders. This included detailed reports on world markets that drove sales and internal profits.-… Show more - Analyzed actively managed investment companies from around the world. This included an analysis of their portfolio performance, strategy, and makeup. From this analysis, my organization and I were able to create unique private equity fund portfolios for some of the world’s largest investors. - I also researched the world financial markets daily to provide insights to our clients and prop traders. This included detailed reports on world markets that drove sales and internal profits.- Regularly met with CFOs, CIOs and hedge fund managers to present my analysis and research which led to billions of dollars of capital placements for our clients. Show less

Jun 2018 - Aug 2018

Financial Management Board Member

Portland, Oregon Area

I help delegate the University's budgets to various programs and clubs. The goal is to properly fund programs to get the best return for the school.

Jan 2017 - Jun 2018

Agent Assistant

Portland, Oregon Area

- Networked with potential clients, researched markets and provided customer support on a daily basis.- I listened to high net worth clients and their current situations to place them in the right investments. - Worked with a team of financial and insurance experts to meet marketing, sales, and other internal goals. Our team and office were one of the top producers in the country and I routinely ranked among the top 1st-year analyst nation-wide.- Managed a marketing campaign aimed… Show more - Networked with potential clients, researched markets and provided customer support on a daily basis.- I listened to high net worth clients and their current situations to place them in the right investments. - Worked with a team of financial and insurance experts to meet marketing, sales, and other internal goals. Our team and office were one of the top producers in the country and I routinely ranked among the top 1st-year analyst nation-wide.- Managed a marketing campaign aimed at medical professionals that included social media and physical ads. Show less

Jun 2017 - Apr 2018

Founder

Benu Llc

Portland, Oregon Area

Ran a small screen printing business. All jobs are done in house, from design to printing.

Mar 2017 - Jan 2018

Dealer Trade Specialist

Newberg Oregon

Managed fleet and personal vehicle inventories which involved inspection, logistic management and working with dealerships across the West Coast to fulfill orders.

2015 - 2017 ~2 yrs
Team & coworkers

Colleagues at Longwave Financial, LLC

Other employees you can reach at longwavefinancial.com. View company contacts for 6 employees →

4 education records

Brandon Wester education

Innovation Fellowship, Design Thinking

I am a part of a small group of dedicated students that are redefining education. We have taken classes from Stanford to perfect our.

Bachelor Of Business Administration - Bba, Entrepreneurship And Innovation Management

Activities and Societies: Alpha Kappa Psi, Entrepreneurship and Innovation Club, Friends of Trees, Cash Flow Club, Real Estate Club.

FAQ

Frequently asked questions about Brandon Wester

Quick answers generated from the profile data available on this page.

What company does Brandon Wester work for?

Brandon Wester works for Longwave Financial, LLC.

What is Brandon Wester's role at Longwave Financial, LLC?

Brandon Wester is listed as Director of Investment Research at Longwave Financial, LLC at Longwave Financial, LLC.

What is Brandon Wester's email address?

AeroLeads has found 1 work email signal at @longwavefinancial.com for Brandon Wester at Longwave Financial, LLC.

What is Brandon Wester's phone number?

AeroLeads has found 1 phone signal(s) with area code 866 for Brandon Wester at Longwave Financial, LLC.

Where is Brandon Wester based?

Brandon Wester is based in New York, United States while working with Longwave Financial, LLC.

What companies has Brandon Wester worked for?

Brandon Wester has worked for Longwave Financial, Llc, Moolah Financial, Asup – Associated Students Of The University Of Portland, Access Securities, and University Of Portland.

Who are Brandon Wester's colleagues at Longwave Financial, LLC?

Brandon Wester's colleagues at Longwave Financial, LLC include Gail Decker, Axl Dang, Evan Binder, Cfp®, and Noah Burns.

How can I contact Brandon Wester?

You can use AeroLeads to view verified contact signals for Brandon Wester at Longwave Financial, LLC, including work email, phone, and LinkedIn data when available.

What schools did Brandon Wester attend?

Brandon Wester holds Masters In The Science Of Finance, Financial Mathematics, 4.0 from University Of Portland Pamplin School Of Business.

What skills is Brandon Wester known for?

Brandon Wester is listed with skills including Investments, Leadership, Start Ups, Fintech, Financial Services, Entrepreneurship, Customer Service, and Social Media.

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