Brandon Frye, CFP®, Robertson Stephens

Brandon Frye, CFP®, Robertson Stephens

Claimed via Yext Last updated: November -0001 Listing details

Financial and Investment Services in Lincoln, MA

Special Offer:
Senior Vice President, Robertson Stephens
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Financial and Investment Services Financial Services

Contact Information

Website

Store Hours

Monday:
Closed
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
-
Sunday:
Closed

What we offer

  • Financial planning
  • Fixed Income
  • Bonds
  • Investments
  • Private investments
  • Alternative investments
  • ESG investing
  • Portfolio Design
  • Investment Management
  • Tax planning
  • Estate planning
  • Thematic impact investing
  • Philanthropic Services

Location

55 Old Bedford Rd, Suite 306
Lincoln , MA 01773 United States
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About Brandon Frye, CFP®, Robertson Stephens

Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias and Avi Deutsch, he advises clients on financial planning, fixed income strategies, and portfolio management. He is deeply passionate about helping clients achieve their financial goals, starting with small life changes.

Prior to joining Robertson Stephens, Brandon was the Director of Fixed Income at Vodia Capital, a boutique wealth management firm in Lincoln, Massachusetts. Having joined the firm in its earliest days, Brandon spent 15 years helping Vodia become a national player. Over the years, he contributed to many aspects of the business, including ongoing portfolio management, designing and implementing complex fixed income strategies, and managing client relationships. Before joining Vodia, Brandon served six years in the United States Marine Corps Reserve.

Brandon graduated from Capella University with a bachelor’s in Business and a specialization in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, he volunteers as a financial coach for Wings for Widows, a nonprofit dedicated to helping newly-widowed men and women navigate the financial trauma of loss. He lives with his family in Assonet, Massachusetts, where he spends countless hours optimizing travel-hacking strategies and dreaming of warm Mallorcan summers.

Brands

  • Robertson Stephens

Photos

Brandon Frye, CFP®, Robertson Stephens Brandon Frye, CFP®, Robertson Stephens

Reviews

Brandon Frye, CFP®, Robertson Stephens 415-500-6810
55 Old Bedford Rd, Suite 306
Lincoln , MA 01773 United States
$
Brandon Frye, CFP®, Robertson Stephens

Associations

    Wings for Widows
    CERTIFIED FINANCIAL PLANNER™

Specialties

  • Multi-generational family planning
  • Wealth preservation
  • Family legacy planning
  • ESG investing
  • Social impact investing
  • Entrepreneurs
  • Young executives
  • Pre-IPO planning
  • Hedging

Business Details

Company name
Brandon Frye, CFP®, Robertson Stephens
Category
Financial and Investment Services
Rating
Not Rated
Email
brandon.frye@rscapital.com

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Brandon Frye, CFP®, Robertson Stephens

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