Brandon Smith in

Brandon Smith

Observer · DISC type ci
Senior Associate at Clearwell Group
📍 Carmel, Indiana, United States

Brandon Smith is a Senior Associate at Clearwell Group, bringing extensive experience from his previous roles in investment analysis at JPMorgan Private Banking. He is also the co-founder of Localstake, a platform designed to help small businesses raise capital. He holds a Bachelor of Science from Indiana Universitys Kelley School of Business and is a CFA Charterholder.

His academic background includes participation in the Hutton Honors College at Indiana University. He has also demonstrated an interest in management studies through his time at Universitá Bocconi.

Unique fact: Brandon co-founded Localstake, where he not only managed the product but also served as the principal and compliance officer for its registered broker-dealer.

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Experience
16 Years
Current Role
Senior Associate
Location
Carmel, Indiana, United States
Personality Overview

How Brandon shows up

Assertive
Value Driven
Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation.

Priorities

Topics Brandon cares about

Small Business Capital
Co-founded Localstake, a company specifically created to help small businesses and startups connect with investors to raise capital.
Investment Analysis
Holds the Chartered Financial Analyst® (CFA) charter and has a background as an investment analyst at JPMorgan and Goelzer Investment Management.
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Career

Work history

4-2022
Senior Associate
Clearwell Group
9-2011 - 4-2022
Co-Founder
Localstake, LLC
6-2010 - 10-2011
Investment Analyst
JPMorgan Private Banking
7-2009 - 6-2010
Private Wealth Management Analyst
J.P. Morgan
6-2008 - 8-2008
Summer Intern
Goelzer Investment Management, Inc
In the press

Media appearances

Brandon Smith - Clearwell Group. Featured in Clearwell Group
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Clearwell Group Welcomes New Senior Associate. Featured in Clearwell Group
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Education
2005 - 2009
Bachelor of Science
Indiana University - Kelley School of Business
2008 - 2008
Education details unavailable
Universitá Bocconi, School of Management
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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