Brandon Schwulst, CIMA®

Brandon Schwulst, CIMA®, has a diverse range of work experience in the financial industry. Brandon began their career in 2007 as Vice President of Wealth Management at Alexander Read Investment Management. Brandon then moved on to Lyons Wealth Management, where they held the positions of Vice President of Wealth Management and Director of Sales, Investments, & Product Specialist. In 2014, Brandon joined Catalyst Funds as a Regional Vice President. Throughout their career, they have demonstrated expertise in sales, investments, and product specialization.

Brandon Schwulst, CIMA®, holds a Bachelor of Business Administration degree in Finance from the University of Central Florida, which they completed in 2005. Brandon pursued further education at the Yale School of Management, where they completed a program in Investment Management Theory & Practice in 2020. In 2021, they continued their studies at the same institution and completed a program in Wealth Management Theory & Practice. Additionally, Schwulst obtained certification as a Certified Investment Management Analyst® from the Investments & Wealth Institute in 2020. Brandon also holds certifications in Series 7 and 63 from FINRA, although the specific years of completion are not provided.