James H. Brandt » Our Board of Directors
James H. Brandt
James H. Brandt, born in Canada and a former executive with Anheuser-Busch and founder/owner of a business marketing firm, has an in-depth understanding of finance and economics. He combines this real world experience with a business education from leading universities on two continents. James received a B.A. degree from the University of California, Los Angeles and his Certificado de Estudios from the Universidad de Madrid, Spain. He earned an MBA from Columbia State University, and his CIMA designation at The Wharton School, University of Pennsylvania.
James is a member various organizations including the Investment Management Consultants Association (IMCA), World Affairs Council, East Bay Leadership Council, Commonwealth Club, American Cancer Society, California Symphony Orchestra and the American Himalayan Foundation. He is a City of Los Angeles Marathon Legacy Member, a global mountaineer, and a regular contributor of professional articles for publications in the San Francisco Bay Area. For several years James has been rated in the top 3% of Bay Area financial advisors.
James has been serving the wealth management needs of clients all over the world since 1987. He draws on his knowledge and experience when advising clients throughout the various stages of the wealth management process. James aligns all aspects of their wealth management needs into a single cohesive strategy, helping clients connect the financial side of their life with the personal side of their life.
James H. Brandt, CIMA
First Vice President – Wealth Management
Senior Investment Management Consultant
Morgan Stanley Wealth Management