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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