Brandon Kapitan

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 assisted with trading, investment analysis and portfolio management. A key area of focus for Mr. Kapitan at Lakeside was alternative investments.

Mr. Kapitan graduated from Purdue University in 2014 with a BS in Business Management. Mr. Kapitan became a Chartered Financial Analyst (CFA) charterholder in 2021. He also holds a Series 3 license and has more than 8 years of industry experience.