Brandon Daryl Gioffre

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Profile

Mr. Brandon D.
Gioffre is a Principal at Constellation Wealth Advisors LLC.
He joined the firm in 2014 and has seventeen years of industry experience.
Prior to joining Constellation Wealth Advisors in 2014, Mr. Gioffre was served as Partner of the SG Group and First Vice President from 2008 through 2014 and prior to joining Morgan Stanley, he worked at UBS as a financial advisor.
Mr. Gioffre graduated from Providence College in 1996 with a Bachelor of Arts degree.

Former positions of Brandon Daryl Gioffre

Companies	Position	End
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2013-12-30
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Constellation Wealth Advisors LLC Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings.	Portfolio Manager-Equities	-

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Linked companies

Private companies	4
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Constellation Wealth Advisors LLC Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Providence College Providence College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services