Mr. Kapitan is an Investment Portfolio Analyst and a member of the Investment Team at Efficient. He began his career at Efficient in 2023. Prior to Efficient Mr. Kapitan was an Executive Director at Waystone, a global asset management service provider, where he provided consulting services to alternative investment managers and broker dealers. As an Executive Director Mr. Kapitan assisted CTAs, proprietary trading firms, hedge funds, and private equity firms with operational, compliance, and financial guidance and reporting. Before Waystone, Mr. Kapitan was an associate and member of the asset management team at Lakeside Wealth Management. As a member of the asset management team, he assi

Brandon Kapitan
Investment Portfolio Analyst
Efficient Capital Management
United States, Illinois, Chicago
About Me
Profile Information
Investment Portfolio Analyst
Efficient Capital Management
Investment Team
Investor
Fund of Funds
Chicago
Illinois
United States
Jan 14, 2025
Work Experience
Efficient Capital Management LLC
Investment Portfolio Analyst Jun 2023 - Present
Waystone Compliance Solutions
Executive Director Jan 2022 - Jun 2023
Titan Regulation & Advisory
Principal Consultant Jan 2020 - Jan 2022
Lakeside Wealth Management
Asset Management Associate Jul 2015 - Jun 2018
Madison Street Capital
Research Associate Mar 2015 - Jul 2015
US Navy
Recruit Chief Petty Officer Dec 2014 - Jan 2015
Keylinks
More profiles to browse
Ernest Jaffarian
Owner, Founder, CEO/co-CIO & Chairman
CM
Chad Martinson
Chief Executive Officer and Chief Investment Officer
JF
Jim Field
CFO
RH
Rick Harig
Partner & Senior Advisor
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth