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    Gary J. Brancaleone, CFP®, CRPC®

    Retired

    Gary J. Brancaleone is a highly accomplished Senior Investment Specialist at Portfolio Solutions, LLC, with a strong background in finance and investment management. He obtained his Bachelor of Science degree in Finance from Oakland University and has years of experience working in various roles in top financial institutions such as JPMorgan Chase and Charter One Bank. Gary's career began as a Retail Banking Analyst and as a Commercial Lender at National Bank of Detroit, where he gained invaluable skills and invaluable knowledge about retail banking, mortgages, and investment management. Along the way, Gary has held different positions, including Banker Associate, Area Sales Manager, Regional Sales Manager, Private Wealth Management Banker, and Director of Investment Specialists, all of which have given him extensive exposure and expertise in investment advice, asset allocation, portfolio management, and financial planning. As Director of Investor Education at Portfolio Solutions, LLC, his role was to help investors develop a better understanding of financial instruments and execute a comprehensive investment strategy. With his wealth of experience and expertise, Gary is an indispensable asset to his clients and peers alike.

    Highlights

    Jun 8 · unoh.edu
    [PDF] 2024-2025 UNIVERSITY CATALOG - UNOH

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    Gary J. Brancaleone, CFP®, CRPC®
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    Location

    Franklin, Michigan, United States