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Brogan VanDeVelde

Sr. Client Engagement & Success Manager | Addepar

Brogan VanDeVelde is an intellectually curious professional with an MBA from NYU Stern School of Business and a Bachelor's Degree in Finance from Miami University.

With a background in financial services, Brogan has held various roles at Bernstein Private Wealth Management, including Vice President, Wealth Advisor, Chief Operations Officer, and AVP Manager.

Prior to Bernstein, Brogan served in roles such as a Senior Client Engagement & Success Manager at Addepar and a Private Client Associate at Bernstein Private Wealth Management.

Brogan excels in using analytics and strategic tools to provide the best solutions for clients, demonstrating extreme ownership and building trust with business partners.

Having completed the Commercial Leadership Program at Fifth Third Bank, Brogan brings a wealth of experience and expertise to the field of finance and wealth management.

Brogan VanDeVelde
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Location

Brooklyn, New York, United States