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Brandon Frye, CFP, Robertson Stephens

55 Old Bedford Rd Suite 306 Lincoln, MA 01773


415-500-6810 Call Directions Email

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Hours of Operation

  • M Closed
  • Tu-Sa 9am-5pm
  • Su Closed

Specialties

  • Multi-generational family planning
  • Wealth preservation
  • Family legacy planning
  • ESG investing
  • Social impact investing
  • Entrepreneurs
  • Young executives
  • Pre-IPO planning
  • Hedging

Brand Names


Associations

  • Wings for Widows
  • CERTIFIED FINANCIAL PLANNERTM

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About Brandon Frye, CFP, Robertson Stephens

Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias and Avi Deutsch, he advises clients on financial planning, fixed income strategies, and portfolio management. He is deeply passionate about helping clients achieve their financial goals, starting with small life changes.

Prior to joining Robertson Stephens, Brandon was the Director of Fixed Income at Vodia Capital, a boutique wealth management firm in Lincoln, Massachusetts. Having joined the firm in its earliest days, Brandon spent 15 years helping Vodia become a national player. Over the years, he contributed to many aspects of the business, including ongoing portfolio management, designing and implementing complex fixed income strategies, and managing client relationships. Before joining Vodia, Brandon served six years in the United States Marine Corps Reserve.

Brandon graduated from Capella University with a bachelor's in Business and a specialization in Finance and is a CERTIFIED FINANCIAL PLANNERTM professional. In his free time, he volunteers as a financial coach for Wings for Widows, a nonprofit dedicated to helping newly-widowed men and women navigate the financial trauma of loss. He lives with his family in Assonet, Massachusetts, where he spends countless hours optimizing travel-hacking strategies and dreaming of warm Mallorcan summers.


Brandon Frye, CFP, Robertson Stephens is in the following categories:

Business Brokers, Financial Planners, Investment Advisory Service, Investments


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Brandon Frye, CFP, Robertson Stephens Located at 55 Old Bedford Rd Suite 306, Lincoln, MA
Phone: 415-500-6810 http://www.rscapital.com

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