Brando Lewis Reyna
Chief Investment Officer at Novare Capital Management LLC
Profile
Mr. Brando L.
Reyna, CFA, is a Chief Investment Officer at Novare Capital Management LLC.
His duties as CIO include overseeing the firm’s investment processes while managing dividend growth portfolios through responsible investor-first practices.
He has over 20 years of experience in the world of financial investment management.
Prior to joining Novare Capital in April 2017, Mr. Reyna worked in varying capacities for both retail and institutional clients.
He graduated from Xavier University with a dual major in Finance and Entrepreneurial Studies.
He was awarded the Chartered Financial Analyst designation in 2011.
Brando Lewis Reyna active positions
| Companies | Position | Start |
|---|---|---|
Novare Capital Management LLC
 Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Chief Investment Officer | 31/10/2022 |
Former positions of Brando Lewis Reyna
| Companies | Position | End |
|---|---|---|
Meeder Asset Management, Inc.
 Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Investment Committee Member | 28/02/2015 |
THOR Investment Management, Inc.
 THOR Investment Management, Inc. Investment ManagersFinance THOR Investment Management, Inc. provides investment advisory services. Its services include financial planning, investment management, retirement planning, estate planning, business advisory and tax planning services. The company is headquartered in Cincinnati, OH. | Corporate Officer/Principal | 29/11/2012 |
Greystone Investment Management LLC
 Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Corporate Officer/Principal | 29/06/2009 |
| Fidelity Investments (New York) | Corporate Officer/Principal | 29/08/2005 |
Training of Brando Lewis Reyna
| Xavier University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Finance |
Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Finance |
Novare Capital Management LLC
Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Finance |
| Fidelity Investments (New York) | |
THOR Investment Management, Inc.
THOR Investment Management, Inc. Investment ManagersFinance THOR Investment Management, Inc. provides investment advisory services. Its services include financial planning, investment management, retirement planning, estate planning, business advisory and tax planning services. The company is headquartered in Cincinnati, OH. | Finance |
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