Brandon Hass, CIMA
Global Head of Client Solutions Group, Direct Indexing and Model Portfolios
Brandon Hass is Global Head of Client Solutions Group, Direct Indexing and Model Portfolios at S&P Dow Jones Indices (S&P DJI). In this role, he leads commercial strategy and initiatives that drive awareness, engagement and education around index-based solutions in the marketplace. He frequently provides thought leadership and subject matter expertise to financial professionals and senior corporate executives at some of the world’s leading asset and wealth management firms. Since joining S&P DJI in 2022, Brandon has held various roles across the commercial organization.
Prior to joining S&P DJI, Brandon spent over a decade specializing in portfolio strategy and investment advisory. He has extensive experience in buy-side investment consulting and capital markets, having held senior positions as a portfolio strategist and investment specialist for one of the world’s leading wirehouses.
Brandon earned a BSBA from the University of Central Florida and an MBA with a concentration in data analytics from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He holds a Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute in partnership with the Wharton School.
