Brandon has previously managed successful investment funds and has been a trusted advisor to numerous family office clients. He has also pioneered investor access to the Sudan Darfur divestment campaign. Brandon’s experience and interests brought him to realize that investors looking for socially responsible investments want to use technology, but do not want to be left alone in navigating their investment decisions.
Brandon is the father of four children and lives on one of the many lakes in Minneapolis. He bikes to work, loves what he does, and strives to do a little better every day.
Brandon Small
Founder and CPA, CFA, CFP