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About
Brandon M. Alley is a Partner at Patriot Investment Management Group, Inc. in Knoxville, Tennessee, where he has served since 2017. In this role, Brandon is responsible for comprehensive wealth management, portfolio construction, and delivering tailored investment strategies for individuals and institutions, leveraging his deep expertise in financial planning and operations.
He focuses on managing assets across a broad range of sectors, with experience in equity, fixed income, and diversified portfolios, and works closely with clients on retirement planning and risk mitigation. His prior roles include Director of Operations and Operations Manager at Brogan Financial, where he led firm-wide process improvements and supported investment advisory activities, further building his operational acumen.
Brandon holds a Bachelor of Science degree in Business Administration with a Finance concentration from the University of Tennessee-Knoxville. He is recognized for his client-centered approach and operational leadership, and holds the Certified Personal Retirement Specialist (CPRS™) designation, highlighting his expertise in retirement income planning and portfolio management for retirees.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Patriot Investment Management Group, Inc. | Partner | Jul 2017 to Present | — |
| Brogan Financial, Inc. | Director Of Operations | Mar 2017 to Jul 2017 | — |
| Brogan Financial, Inc. | Operations Manager | Feb 2014 to Mar 2017 | — |
| Brogan Financial, Inc. | Paraplanner | Feb 2013 to Feb 2014 | — |
| Di-Fi Solutions, LLC | Consultant | Mar 2010 to Feb 2013 | — |
| Blue Ridge Mountain Sports | Operations | Jun 2007 to Mar 2010 | — |
| Blue Ridge Mountain Sports | Accounts Payable Manager | Jun 2006 to Jun 2007 | — |
| Blue Ridge Mountain Sports | Market Manager | May 2005 to Jun 2006 | — |
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Science
Skills & Expertise
Others at Patriot Investment Management Group, Inc. (3)
| Name | Role | Location |
|---|---|---|
 | Investment Manager | Knoxville, TN , United States |
 | Partner and Investment Manager | Knoxville, TN , United States |
 | Investment Manager | Sevierville, TN , United States |
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