Brandon Gerfen

About Brandon Gerfen

Brandon Gerfen is the Founding Partner of Stratum Ridge Wealth Partners, an independent fiduciary firm built on disciplined planning and sophisticated investment access. Brandon began his financial career at JPMorgan, the largest wealth manager in the world, where he developed a strong foundation in global markets, asset allocation, and institutional portfolio construction. After JPMorgan, Brandon expanded his expertise in the independent RIA space, becoming a key contributor in the private markets ecosystem. He played an instrumental role in raising capital for private equity, private credit, real assets, infrastructure, and innovative technology opportunities, helping bridge the gap between institutional-grade investing and everyday investors seeking stronger long-term outcomes. At Stratum Ridge Wealth Partners, Brandon brings together deep knowledge of the public and private markets to deliver a planning approach that is both framework-driven and highly personalized. His philosophy centers on simplifying complex decisions, creating durable wealth strategies, and giving clients access to investment opportunities traditionally reserved for the ultra-affluent.