Brandon Dietz, CFA, joined the Wealth Planning and Advisory group in January of 2013 as an Equity Analyst. His main responsibilities include conducting research and due diligence on potential investments, the development and maintenance of quantitative stock selection models, and assisting the group with any additional research needs. Prior to joining Monroe Bank & Trust, Brandon actively managed an investment portfolio for over two years, transacting in a variety of financial markets. Combined with his experience in the markets and education Brandon brings a well-balanced skill set to the Wealth Management Group.
Brandon holds a Bachelor of Business Administration in Finance from the University of Cincinnati and is a CFA® charterholder. The CFA® designation is a globally recognized, graduate-level investment credential. It encompasses a broad body of investment knowledge with an adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.