Who We Are

Brandon Arns, CFP®, CAIA , Portfolio Manager

Brandon’s responsibilities at WJ Interests include supporting the investment and economic research side of the business. He is constantly searching and screening potential fund managers. Brandon works hand-in-hand with the Chief Investment Officer on portfolio management and asset allocation.

Brandon first came to WJ as an intern in the summer of 2012 and then returned the following year. After graduating from the University of Texas at San Antonio, he returned to WJ as a full-time associate in 2014. Brandon is a Chartered Alternative Investment Analyst (CAIA), CERTIFIED FINANCIAL PLANNER™ professional and a registered investment advisor with the US Securities and Exchange Commission (SEC).

Brandon lives an active life and has a love for almost anything sports related. Brandon grew up in Fort Bend County and is glad to be back – he lives in Sienna with his wife, two daughters and three dogs.

Q: What accomplishment are you most proud of?
A: Earning a full scholarship to college.

Q: What are three words people use to describe you?
A: Smart. Ambitious. Pragmatic.

Q: When you are not working, what do you care about the most?
A: Spending time with friends and family. I can never get enough of working out and playing golf.

Q: What makes WJ unique?
A: We’re very dynamic and forward thinking in our investment research, always searching for the latest best practices and ideas to implement in our investment process.

Q: Why are you working in financial services?
A: I really enjoy the industry. I research and study the field not because I have to, but because I want to.

Professional

Chartered Alternative Investment Analyst (CAIA)
CERTIFIED FINANCIAL PLANNER™ certificant
Financial Planning Association (FPA)
CFA Level III Candidate

Community

Graduate of Leadership for Nonprofit Excellence, Class of 2016
Graduate of Fort Bend Chamber Leadership Forum, Class of 2015
Alumni of Alpha Tau Omega Fraternity
Alumni of Terry Foundation