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Brandon Kapitan

Investment Portfolio Analyst

Efficient Capital Management

United States, Illinois, Chicago

About Me

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

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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

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