Jonathan Brandt

Jonathan Brandt is a seasoned financial professional, currently serving as a Portfolio Solutions Senior Specialist at Stifel Financial Corp. since March 2020. In this role, Jonathan constructs custom portfolios for high net worth and institutional clients, analyzes asset allocations, and provides tailored investment recommendations while also engaging with advisors to promote CIO Office offerings. Previously, Jonathan held positions at Stifel as a Product Advice Specialist, at Saleeby & Associates, Inc. as a Financial Consultant, and at Scottrade in various roles including Written Communication Specialist and Financial Representative. With a Bachelor's Degree in Business Administration from the University of Missouri-Saint Louis, Jonathan possesses extensive experience in client solutions, product education, and portfolio analysis within the financial services industry.