Brandon Roberts

Brandon Roberts is a seasoned finance professional currently serving as a Senior Investment Analyst and Director of Finance & Operations at Applied Investments, LLC since January 2019, while also holding a position in Private Equity at Applied Value Group since September 2022. Previously, Brandon worked as a Senior Investment Analyst at SandPointe Asset Management from January 2014 to December 2018, where significant contributions included developing innovative asset allocation strategies that attracted institutional investments and managing complex financial models and investor reporting packages. Brandon's early experience also includes an internship at Noble Financial Capital Markets as a Research Analyst Intern. Educationally, Brandon holds a Financial Analyst Program certification and a Bachelor of Business Administration in Finance from Florida Atlantic University, complemented by ongoing training in financial and valuation modeling through Wall Street Prep.