Brandon Martelli, Cfa Email & Phone Number

Newport Beach, California, Us

Investment Grade Credit

Los Angeles, Ca, Us

Newport Beach, California, Us

High Yield, Leveraged Loans, and Investment Grade Credit.

Milwaukee, Wi, Us

As an Associate Wealth Management Advisor for the Bonneau Team, led by Chantel Bonneau Stewart, CFP®, CLU, REBC, ChFC with the Northwestern Mutual Wealth Management Company, I oversee the operations and research of the investment practice. I provide recommendations in my areas of expertise.Duties and responsibilities include:Portfolio Management including research, analysis, and implementationPlanning strategy including relevant considerations including tax, risk, and goal management

Milwaukee, Wi, Us

As an Associate Wealth Management Advisor for the Ekhaml Team, led by Robert J Ekhaml, CLU, ChFC, CASL with Northwestern Mutual Wealth Management Company, I manage the business operations of the investment practice to enhance client experience and workflow optimization. I build client proposals, plan for onboarding new clients with Robert Ekhaml, recommend necessary changes, and take independent action in my areas of authority. Additionally, I maintain and coordinate client meetings.Duties and responsibilities include:Analyzing existing and prospective client portfoliosParticipating in client meetings for financial or investment plan development or presentationPreparing investment policy statements, needs-based analyses, financial plans, and proposalsImplementing initial and subsequent asset allocation tradesMaking security recommendations and modifying asset allocation for existing advisory clientsMaintaining compliance records and monitoring industry trends and research

Milwaukee, Wi, Us

As an operations assistant for the Ekhaml Team, led by Robert J Ekhaml, CLU, ChFC, CASL with Northwestern Mutual Wealth Management Company, I was responsible for gathering reports for client meetings and efficiently processing completed documents. I was also tasked with pursuing relevant licenses to expand the scope of my duties and responsibilities.

Pasadena, California, Us

Researched and developed game theoretic software that solved games used for predictive analytics under the mentorship of the start-up's founder.Was responsible for testing the dependency of a game on utility functions and reporting statistics.