Brandon Avergon

Brandon Avergon is a Vice President and Associate Director for the Bostwick Walters Wealth Partners at Rockefeller Capital Management.  Before joining Rockefeller, Brandon was with Spearhead Capital Advisors serving as Associate Director, Wealth Management.

Brandon focuses on all aspects of the group’s ultra-high net worth families’ and family offices’ wealth management and risk management needs.

Prior to joining the Bostwick Walters Group, Brandon was an Assistant Vice President for Brookwood Securities Partners. His role focused on client relations and administration. Additionally, he was active in identifying and engaging potential candidates to participate in Brookwood’s investment offerings.

Prior to Brookwood, Brandon was a relationship Manager at BHA, an alternative investment firm and distributor of alternative investment products, where he raised both private and institutional capital and performed quantitative and qualitative due diligence on hedge funds and private equity funds.

Brandon is a graduate of the University of Massachusetts at Amherst. He holds Series 7 and 66 registrations and is a Chartered Alternative Investment Analyst (CAIA)