Brandon Wilson

About Brandon Wilson

Over the last 14 plus years, I have worked as a portfolio manager for 12-20 institutional clients at a time. In that time, I have worked with clients to set, implement, review and adjust portfolios to ensure they remain aligned with each client\'s needs. I have helped several pension investors systematically reduce risk in their portfolios as their need for high future return has declined. For non-profit organizations, the focus has been on setting an allocation that will sustain a desired spending level over time and monitoring and adjusting that as their needs and spending change.Part of the joy of this work is the awareness that while most investors have a long term investment horizon, understanding how to navigate and frame each client\'s situation through the ups and downs of market returns is extremely rewarding. Asset allocation drives the majority of long term return, but awareness of when markets have seen outsized results (both positive and negative), can be helpful in adjustments that smooth the ride and enhance return over that long term. Future projects include additional work on managing and structuring taxable investment pools and additional work on the analysis of asset manager results when evaluating performance.

Experience

1. Sr VP Institutional Investment Advisor

   PNC

   Aug 2025 — Present

Education

• Lewis & Clark College

  BA

  1998 — 2001