Will Morgan

Brandy Wilson manages investor relations, conducts portfolio implementation, oversees compliance and supports the firm's operational management. Prior to joining Sonen, Brandy served as Associate Director of Client Management at Wells Fargo Family Wealth with the primary responsibility of coordination of private banking, investment management, financial planning and financial administration for ultra high net worth clients, family offices and foundations. While at Wells Fargo, Brandy facilitated two mergers and helped streamline the companies' combined policies and procedures. In addition to her role, and as a personal interest, she spearheaded the development and marketing of social impact investing conferences hosted by Wells Fargo to introduce colleagues and clients to impact investing. Prior to joining Wells Fargo Family Wealth, she worked at Wachovia Bank as a Private Banker delivering traditional banking services to high net worth clients. Earlier in her career, Brandy fulfilled several roles in retail banking. Brandy received a BS in Business Administration from CSU Fresno.