Braxton FursteinCMT®

Braxton Furstein

CMT®

Investment Analyst

I assist advisors in financial plan development and client service, ensuring our clients receive the highest level of care and guidance. Additionally, I work closely with the Chief Investment Officer in strategy development, security selection, and implementation. This dual focus allows me to contribute significantly to both the strategic planning and execution phases, providing a comprehensive perspective on our clients' financial journeys.

On a personal note, I reside in Raleigh, North Carolina, a city I love for its vibrant community and diverse culinary scene. Outside of work, I am an avid fitness enthusiast with a passion for boxing and weightlifting. I also enjoy delving into a good book during my downtime. These hobbies provide a counterbalance to my professional life, allowing me to stay active and continually learn.