Brandon Lewellen

Senior M&A Analyst at Beacon Pointe

As part of the Partnership Integration Department, Brandon works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Brandon worked as an Analyst at Fidelity Investments. Brandon graduated from the University of Texas at Dallas with a degree in Finance, where he remains actively involved in the University’s Alumni mentorship program.

Timeline

  • Senior M&A Analyst

    Current role