Brandi Tapp Sutton

Brandi Tapp Sutton has a diverse work experience spanning over several companies and roles. Brandi began their career in 1996 at Bernstein Global Wealth Management as a Senior Associate, where they serviced and developed client relationships valued at $650 million while supporting the sales efforts of five Financial Advisors. Brandi then joined NFJ Investment Group in 2008 as a Marketing Associate, responsible for developing and producing quarterly product books and profiles, as well as creating communication materials for business development and client services. In 2011, they joined Westwood Holdings Group as an Associate Vice President, where they managed the firm's slide management system and updated client service and marketing presentations for multiple strategies. In 2017, Brandi had a contract position at a Dallas-based Hedge Fund, providing operations support to the investment team. Most recently, they worked at Stock and Company as an Accounting Associate before joining Androvett Legal Media & Marketing as an Office Operations Manager in 2019.

Brandi Tapp Sutton attended Texas Tech University from 1989 to 1993, where they earned a Bachelor of Business Administration (BBA) degree with a focus on Finance. In addition to their degree, they also hold certifications from the CFA Institute, including Series 7, Series 63, and the Claritas Investment Certificate. The specific completion dates for these certifications were not provided.