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About
Brandon Hill is an Investment Data Analyst at Diversify Wealth Management in Orem, Utah, where he supports the investment team through data analysis and portfolio research. His current responsibilities include conducting in-depth financial analysis, compiling investment data, and helping optimize client portfolios in alignment with Diversify’s strategic allocation approaches.
Brandon focuses on a range of asset classes, with an emphasis on public equities and fixed income instruments, supporting the firm's work across diversified portfolios for high-net-worth individuals and families. His analytical work underpins the evaluation and selection of securities, leveraging both quantitative and qualitative insights to contribute to investment strategies.
Prior to joining Diversify Wealth Management in 2023, Brandon gained experience as an Investment Analyst Intern at FirstPurpose Wealth and served as a Student Associate with the Wolverine Fund at Utah Valley University. He holds a Bachelor of Science in Finance from Utah Valley University and completed a language program in Chinese Language & Literature at Capital Normal University, bringing a global perspective and strong analytical acumen to his role.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversify | Investment Analyst | Sep 2023 to Present | — |
| FirstPurpose Wealth | Investment Analyst Intern | Sep 2022 to Sep 2023 | In my capacity as Investment Analyst Intern, I conduct thorough due diligence on prospective investment opportunities, examining financial statements, discerning industry trends, comparing data, and a... |
| Utah Valley University: Wolverine Fund | Student Associate | Jan 2023 to May 2023 | — |
| WCF Insurance | Internal Audit Intern | May 2022 to Aug 2022 | While working over here, I have ensured adherence to regulatory requirements by conducting thorough assessments to verify compliance of financial statements, policies, procedures, and internal control... |
| Brigham Young University - Idaho | Teaching Assistant | Jan 2019 to Apr 2019 | I supported wide range of students in achieving learning objectives of contemporary Chinese history course by providing structured framework for course content, encouraging active participation, and i... |
Education
Utah Valley University
Bachelor of Science - BS, Finance
2020 — 2023
Capital Normal University
Language Program, Chinese Language & Literature
2019 — 2020
Others at Diversify Wealth Management, LLC (7)
| Name | Role | Location |
|---|---|---|
 | Trader | Centerville, UT , United States |
 | Alternative Investment Analyst | Provo, UT , United States |
 | Equities and Options Trader | Sandy, UT , United States |
 | Portfolio Analyst | Provo, UT , United States |
 | Associate | Provo, UT , United States |
 | Portfolio Analyst | Orem, UT , United States |
T Tomasz Soltyka | Trader | Salt Lake City, UT , United States |
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 | Associate | Drive Wealth Management, LLC | Lindon, UT , United States |
| Chief Investment Officer | Drive Wealth Management, LLC | Salt Lake City, UT , United States | |
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
 | Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States |
