MarketWatch: Kaleb Doyle, CPA, CFP(R), Joins Brand Asset Management Group as Senior Wealth Advisor Brand Asset Management Group (Brand AMG), the independent private wealth advisory firm serving legacy-minded families and business owners, is pleased to announce that Kaleb Doyle, CPA, CFP(R), has ... Kaleb Doyle, CPA, CFP(R), Joins Brand Asset Management Group as Senior Wealth Advisor Brand Asset Management Group, Inc. (“BAMG”) is a registered investment advisor with the Securities and Exchange Commission and is notice filed in various states.
Cliff Aque, CFA® Investment Strategist Cliff joined Brand Asset Management Group in 2022 as an Investment Analyst with twenty five 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. Todd Brand serves as the Chief Executive Officer and President for the firm. He has more than 30 years of experience serving multi-generational families and their businesses at Brand Asset Management Group, Inc.
what is brand asset management, His undergraduate degree in Financial Services & Planning and his MBA both come from Baylor University in Waco, Texas. Brand Asset Management Group has been helping families in Missouri, Colorado, and across the country navigate life’s financial decisions for over 30 years. Based in St. Louis, we’re a team of 20+ professionals who provide thoughtful, highly tailored wealth management and investment guidance for individuals and families. Operations Specialist (with Data Integrity Focus) Chesterfield, MO At Brand Asset Management Group, we take pride in the way we serve our clients as well as each other, as teammates.
what is brand asset management, That is why we hire the best and brightest to join our team. Your Family's Connection to a Healthy Financial Future Brand Asset Management Group is a team of investment professionals dedicated to connecting all areas of your financial life. Sara Smith joined Brand Asset Management Group in 2017 as an Operations Specialist and has 25+ years of industry experience in banking and wealth management. Sara was the Chief Compliance Officer for our firm from 2019 through July 2025. In previous roles, she served as an Assistant Vice President for a local community bank and a Compliance Manager for a wealth management firm. Sara earned a ...
Brand Asset Management Group is a team of investment professionals dedicated to connecting all areas of your financial life. Our mission is to provide you with the guidance to build, manage, and protect your family’s wealth. Everything we do—from investment management to helping you unify your tax, estate, and insurance strategies—is designed to give you... Phil Daniels, CFP ® Chief Operating Officer & Partner Phil joined Brand Asset Management Group in 2004 and has 30 years of experience in the investment industry.
