Brandy was formally educated as an attorney, earning his J.D. in 2007 from Villanova Law before shifting to his passion in the field of finance. As a Business Development Principal, he connects and guides new clients through the onboarding process, working alongside his strategic partner team at Summitry so as to customize and optimize client planning, investing and tax mitigation strategies.
Prior to joining Summitry, Brandy worked as a Financial Advisor and Consultant at both the Fidelity and Merrill Lynch Flagship offices where he specialized in holistic planning and investing for individuals and families.
Brandy began his college education at age 10, having attended a total of 6 colleges and universities and once completed 40 credits in a single semester at age 18. He competed, judged and coached at a national and international level in public speaking events including Impromptu Speaking, Parliamentary Debate, Moot Court and Mock Trial.
Brandy originally hails from Southern California and has lived in the Bay Area since 2007. He currently resides in the East Bay with his family and enjoys poker, active sports, travel, Sci-Fi Films and trying new restaurants. Brandy has also been a longtime member and volunteer with the Tesla Owners of Silicon Valley.
