Tuesday, November 7th at 8:00 AM (CT)
Breakfast with Brand is an open, roundtable-style discussion on current events and the global market environment. More importantly, it’s a great opportunity to get together and enjoy a light breakfast while reflecting on what’s happening in the world today.
All are welcome to this event but seating is limited to the first 40 people who sign up. We look forward to seeing you on Tuesday, November 7th!
Where To Go
This Breakfast with Brand session will be held at our offices in our Founder’s Room, located at 16090 Swingley Ridge Road, Suite 620 in Chesterfield, MO 63017.
About the Presenters
JAMES BLAKE, CFP®, AIF®
Wealth Advisor
James joined Brand Asset Management Group as an advisor in 2019. Prior to beginning his career as an advisor in the financial services industry in 2017, James spent 15 years in orthopedic medical device sales.
He was born and raised in St. Louis and earned his Bachelor of Arts degree in Philosophy from Santa Clara University. James has obtained the series 66. Additionally, He has earned his CERTIFIED FINANCIAL PLANNER™ certification and AIF® designation. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.
James and his wife, Becky, are active members of their congregation at St. Paul’s Lutheran. They are also cheerful supporters of many local charities, including World Pediatric Project and African Vision of Hope.
Outside of work, James enjoys time with his wife and three kids, reading non-fiction, playing soccer, and volunteering.
CLIFF AQUE, AIF®, CFA®
Investment Analyst
Cliff joined Brand Asset Management Group in 2022 as an Investment Analyst with twenty years of previous experience. Previously, he directed due diligence on public and private investment strategies, created model portfolios, and led research on fixed income and liquid alternatives. Most recently, Cliff served as an asset class expert on real assets and alternatives.
He received his BA in Government and English from Georgetown University and his MBA in Finance from DePaul University. He is also a CFA® charterholder. Cliff earned the AIF® designation in 2023. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
Cliff was born and raised in Chicago and moved his family to St. Louis to join the team. Outside of work, he enjoys reading and spending time in nature with his six kids and his wife, Colleen.
Fill out the form below to register: