Add a review
Get Listed
Sign in / Sign up
Add a businesses My Businesses My Reviews My Favourites Search Paying Only Latest activity Log out
Add a Business Sign in / Sign Up Add a review

Brandon Frye, CFP®, Robertson Stephens

55 Old Bedford Rd, Suite 306, Lincoln, MA
0 review
Business claimed Last updated: 13 days ago
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 Go to full description...

Contact information

Phone numbers
Business hours
M Closed, Tu-Sa 9am-5pm, Su Closed
Business website

Images and videos (1)

Powered By

Be the first to review

Write review

Additional business details

Email address: brandon.frye@rscapital.com
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.
Services: 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
Specialties: Multi-generational family planning, Wealth preservation, Family legacy planning, ESG investing, Social impact investing, Entrepreneurs, Young executives, Pre-IPO planning, Hedging
write a review
contact business
415-500-6810
Business website
Address and directions
Contact information
Photos and videos
Write review
Additional information