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Brandon Petterson

Brandon Petterson

Senior Investment Analyst at Townsquare Capital LLC

Salt Lake City, UT , United States

About

Brandon Petterson serves as Senior Investment Analyst at TownSquare Capital LLC, based in Salt Lake City, UT. In this role, he contributes to the development and management of sophisticated investment strategies, supporting portfolio oversight across institutional and advisory channels. TownSquare Capital operates in the financial services sector, focusing on outsourced CIO solutions, portfolio management, and both public and alternative investments.

His expertise encompasses fixed income analysis and credit risk, as evidenced by his previous roles as Fixed Income Analyst at TownSquare Capital and Credit Risk Analyst at American Express, where he was responsible for credit evaluation, risk mitigation, and fixed income portfolio research. At TownSquare Capital, he is involved in asset allocation, security selection, and investment due diligence, with a particular focus on fixed income securities and multi-asset portfolios.

Brandon holds degrees from the University of Utah's David Eccles School of Business, Brigham Young University, and Weber State University, reflecting a strong foundation in finance and business disciplines. His background in both credit risk and asset management positions him as a valuable resource for institutional investors and advisory firms seeking tailored investment strategies in fixed income and diversified portfolios.

Career History

OrganizationRoleDate RangeDetails
TownSquare CapitalSenior Investment AnalystAug 2021 to Present
Dryer Vent Superheroes of Salt Lake CityUnknown to Present
American ExpressCredit Risk AnalystNov 2017 to Feb 2020
-Reviewed the financial statements and assigned credit ratings to over 500 unique companies across multiple industries -Performed quarterly analyses of the operating results of American Express’ main ...
Deseret Mutual Benefit Administrators (DMBA)Investment Analyst InternJan 2017 to Apr 2017
-Analyzed and reported on corporate bonds for companies in the energy, telecommunication, and healthcare industries -Utilized research and analytical tools to create an informed recommendation on curr...
Highmark School DevelopmentProject ConsultantJan 2017 to Apr 2017
-Worked on a team representing the University of Utah to analyze two potential charter school developments -Conducted competitive and financial analyses of target markets and existing operations -Prep...
VentureCapital.orgInvestor Liaison InternSep 2016 to Dec 2016
-Coordinated meetings between entrepreneurs and potential investors -Interviewed prospective CEOs for participation in our programs -Attended and assisted in company pitch events
The Romney GroupInvestment AnalystApr 2014 to Aug 2014
-Responsible for thoroughly researching and statistically modeling prospective real estate investments, ranging from $2 million to $9 million -Coordinated with other interns to ensure quick analysis o...
TownSquare CapitalFixed Income AnalystFeb 2020 to Sep 2021
University of Utah Fixed Income Impact FundFixed Income AnalystOct 2016 to Jan 2017
-Assisted in drafting the investment mandate, reporting procedures, and internal management policies for a $5 million fund -Screened prospective fixed income securities using environmental, social, an...
Transparency International - RussiaInternJan 2015 to Apr 2015
-Translated press releases, updates, and news articles about Transparency International's activities from Russian to English -Composed articles about corruption in state contracting and construction p...
Knight Frank Russia & CISMarket Research InternJan 2015 to Apr 2015
-Identified expanding businesses in Europe and North America that did not have a presence in Russia -Coordinated research efforts with other interns -Contacted business owners to gauge their willingne...
Petterson LivestockPrincipal Ranch HandJan 2007 to Aug 2014
-Assisted in the overseeing and care of 160 beef cows, including vaccinations, feeding, and maintaining grazing land -Exhibited dependability and flexibility in a difficult environment
BE Good InstrumentsOwnerJun 2008 to Aug 2013
-Started a small business performing basic maintenance and cleaning of musical instruments -Negotiated terms of service with clients and maintained contracts with local schools -Planned and executed m...

Education

University of Utah - David Eccles School of Business

2016 2017

Brigham Young University

2014 2016

Weber State University

2009 2013

Skills & Expertise

Teaching
Microsoft Office
Teamwork
Microsoft Word
PowerPoint
Research
Microsoft Excel
R
Translation
Public Speaking
Time Management
Financial Analysis
German English
SPSS
Sales
Russian

Others at Townsquare Capital LLC (5)

NameRoleLocation
Joshua Flade
Joshua Flade
Associate Portfolio ManagerSalt Lake City, UT , United States
J
Josh Thompson
Financial AnalystProvo, UT , United States
Mark Reyerson
Mark Reyerson
External Portfolio ManagerLos Angeles, CA , United States
Michael Folker
Michael Folker
PresidentProvo, UT , United States
Taylor Acevedo
Taylor Acevedo
Senior Fixed Income AnalystUnited States

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