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Luminaries 2025 Rising Star

Wester, Brandon M.

CIO

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Longwave Financial

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Luminaries 2025

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2025 Impact Statement

A chief investment officer serves three audiences: they need to create and institutionalize a firm's portfolio management, deliver cohesive and useful messaging to the firm's advisors and communicate with clients, both in meetings and in writing, with clarity and consistency. In ESG, an especially complex and politicized field, Brandon M. Wester has enabled Longwave Financial to both deliver on the promise of values-aligned investments while considering the totality of the client's objectives. Longwave Financial is an independent firm focused on financial mindfulness, serving clients who want to leave the world better than they found it. The firm says its role is to combine the head and the heart, enabling clients to meet their goals while using their money for good.