As Partner and Director of Business Consulting, Brandon Odell works directly with clients on strategy development and growth planning and serves as faculty for the Ensemble Management Institute, the company’s intensive program of business management classes for independent advisory firms. Brandon also contributes his research expertise to our ongoing efforts to benchmark the growth of the industry, including participating in the leading advisor compensation and staffing study, which Ensemble conducts in partnership with InvestmentNews.
With ten years of business consulting experience, Brandon has spent the past six years working directly with financial industry clients – including independent advisors, broker-dealers and solution providers – focusing on strategic planning, equity assessment and transfer, technology utilization and operational efficiency. Most recently, Brandon was a senior consultant and vice president at Envestnet | Tamarac, where he delivered practice management consulting and led the team for reporting and outsourced services. Prior to that, as a senior analyst at Moss Adams Business Consulting, he worked with many firms on practice management issues and concentrated on industry research and analysis. Brandon is a CFA charterholder and has an MBA from Thunderbird School of Global Management.