Brandon Troegle

As the Senior Investment Officer of the Dallas Region, Brandon is responsible for the overall delivery of investment services for the market. In this role, he oversees the regions’ implementation of strategic corporate initiatives, growth of the business, risk management, and development of investment personnel. He also serves as a Senior Portfolio Advisor, providing wealth management advice tailored to the unique needs of high net worth families, individuals and institutions.

He has more than 20 years of portfolio management and investment research experience. Prior to joining Northern Trust, he served as Co-Chief Investment Officer at Hillcrest Asset Management where he spent the majority of his career. Brandon has held positions at Morningstar and Bank of America as well. In addition to his professional roles, he has taught investment courses for many years as an adjunct professor, primarily at Baylor University.

Brandon serves on the CFA Societies of Texas Board of Directors. He previously spent many years on the CFA Society Dallas-Ft. Worth Board of Directors where he led several strategic initiatives. He is passionate about investment education and financial literacy and enjoys guest speaking opportunities and interacting with college students, in particular. He was a past Advisory Board member on the University of Texas at Dallas Student Investment Corporation. Brandon also serves in the children's ministry at his church.

2025

Brandon earned a Master of Business Administration in Finance from The Cox School of Business at Southern Methodist University. He earned a Bachelor of Arts in Business Administration and History from Austin College.

He is a Chartered Financial Analyst (CFA) and is active in the CFA Society of Dallas-Ft. Worth. Additionally, he is a Chartered Alternative Investment Analyst (CAIA®) and Certified Private Wealth Advisor (CPWA®).