Brandon J. Bonghi, CFA, CVA

Brandon serves as the firm’s Director of Valuation and Consulting Services and is responsible for all business valuation related engagements, including estate planning and gift transactions, buy-sell agreements, marital dissolutions, stockholder agreements or disputes as well as providing third-party opinion and due diligence on proposed transactions.

Brandon has over 12 years of experience, including significant tenure with a nationally recognized and leading Boston-based equity research firm. For years he served as an adjunct finance instructor and taught graduate and undergraduate level courses in corporate valuation, financial management, investments and portfolio management at Boston College, Northeastern University and University of Massachusetts Lowell. Brandon graduated from Boston College with an MBA and an MS in Finance.

He holds the Chartered Financial Analyst (CFA) and Certified Valuation Analyst (CVA) professional designations, and is a member of the Boston Security Analysts Society, CFA Institute, and the National Association of Certified Valuators and Analysts.