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Brandon T.

Senior Investment Associate at Fort Point Capital Partners LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Fort Point Capital PartnersSenior Investment AssociateJan 2025 to Present
Fort Point Capital PartnersInvestment AssociateNov 2021 to Dec 2024
East West BankCommercial Real Estate Credit AnalystSep 2019 to Nov 2021
Bank of AmericaClient ServiceFeb 2016 to Oct 2017

Others at Fort Point Capital Partners LLC (4)

NameRoleLocation
J
Joel Newman
TraderNew York, NY , United States
Tim McDowell
Tim McDowell
Managing PartnerSan Francisco, CA , United States
Paul Touchstone
Paul Touchstone
Managing PartnerSan Francisco, CA , United States
Tyler Sloan
Tyler Sloan
Investment AssociateSan Francisco, CA , United States

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