Brandon T.
Senior Investment Associate at Fort Point Capital Partners LLC
About
Brandon Tu is a Senior Investment Associate at Fort Point Capital Partners LLC, based in New York. In his current role, he is responsible for designing and managing customized investment portfolios for both private and institutional clients, with a particular focus on complex financial situations including concentrated, illiquid assets, and specialized risk exposures.
He began his career in commercial real estate credit analysis at East West Bank before joining Fort Point Capital Partners in 2021, where he progressed from Investment Associate to his current senior position. Brandon’s expertise encompasses comprehensive wealth planning, pre- and post-liquidity event strategies, pre-IPO stock planning, and multi-generational family wealth management, providing nuanced advice for unique client needs.
At Fort Point, Brandon contributes to both the Wealth Advisory and Asset Management divisions, covering advisory services for tailored portfolio construction, risk management, and private company ownership. While his firm operates broadly across service-oriented businesses and sectors, his practice is distinguished by his work with high net-worth individuals, family offices, and clients with sophisticated estate and charitable giving strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Point Capital Partners | Senior Investment Associate | Jan 2025 to Present | — |
| Fort Point Capital Partners | Investment Associate | Nov 2021 to Dec 2024 | — |
| East West Bank | Commercial Real Estate Credit Analyst | Sep 2019 to Nov 2021 | — |
| Bank of America | Client Service | Feb 2016 to Oct 2017 | — |
Others at Fort Point Capital Partners LLC (4)
| Name | Role | Location |
|---|---|---|
J Joel Newman | Trader | New York, NY , United States |
| Managing Partner | San Francisco, CA , United States | |
| Managing Partner | San Francisco, CA , United States | |
| Investment Associate | San Francisco, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
D Daniel Cassell | Portfolio Manager | Baker Avenue Asset Management, LP | San Francisco, CA , United States |
D Doug Couden | Chief Investment Officer | Baker Avenue Asset Management, LP | San Francisco, CA , United States |