Brandon Frye, CFP®, Robertson Stephens

Business Information
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 PLANNER™ 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.



Services:
Financial planning, Fixed Income, Bonds, Investments, Private investments, Alternative investments, ESG investing, Portfolio Design, Investment Management, Tax planning, Estate planning, Thematic impact investing, Philanthropic Services

Brands:
Robertson Stephens

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

Associations:
Wings for Widows, CERTIFIED FINANCIAL PLANNER™