Braxton Wardle, CFA®
Braxton Wardle, CFA®
Associate, Client Service
San Francisco
Braxton is an Associate in our San Francisco office, supporting advisors with client relationship management and portfolio analysis. Prior to joining Summit Trail in 2024, Braxton worked as an Associate at ICONIQ Capital, focusing on high-net-worth families.
Education:
Braxton holds a Bachelor of Science in Finance from Brigham Young University and is a CFA® charterholder.