Résumé

Brandon Leon

Equity research and valuation. Orange County, CA. [email protected] · LinkedIn

Experience

Director (Independent Consultant)

Apr 2026 – present

New Century Capital Partners · investment banking platform · Santa Monica, CA (remote)

  • Investment research and analytical support within an SEC-licensed broker-dealer (FINRA/SIPC): sector and company-level models, DCF, comps and precedent-transaction analysis, synthesized into research-grade deliverables.
  • Fundamental research and due diligence across coverage sectors to support thesis development and transaction-related diligence.
  • Mentor junior analysts and interns on equity-research methodology, three-statement modeling and valuation frameworks; review research output before publication.

Independent Equity Research

Mar 2026 – present

bpleon.com · this site

  • Single-name coverage across semiconductors and AI infrastructure, energy and power — each note with a published rating, a target and the test that would prove it wrong, graded in public on the track record page.
  • Weekly macro outlook covering rates, positioning and cross-asset implications; every call revisited the following week.
  • Built the site’s free modeling toolkit: DCF, trading-comps and LBO templates with worked examples, plus in-browser valuation calculators.

Investment Analyst

Aug 2023 – Feb 2026

Hidataics · government contracting & infrastructure · Leesburg, VA (remote)

  • Built and maintained three-statement models, cash-flow projections and KPI dashboards; financial-statement analysis supporting executive decision-making.
  • Project-level variance analysis and margin-trend review to improve forecast accuracy across a multi-contract portfolio.

Junior Investment Analyst

Jun 2022 – Jul 2023

El Toro Capital Management · growth equity · Santa Monica, CA

  • Equity research and valuation (DCF, trading comps, precedent transactions) across software and digital-media verticals supporting investment coverage and transaction recommendations.
  • Screened 3,000+ companies across cybersecurity, digital media and software; developed sector-level theses and proprietary coverage frameworks.
  • Scenario and sensitivity analysis on company financials, synthesized into research-grade memoranda and committee presentations for senior management.

Portfolio Manager, Asset Allocation Portfolio

Jun 2022 – Jun 2023

Titan Capital Management · Cal State Fullerton · Fullerton, CA

  • Constructed and actively managed a risk-controlled, low-correlation strategy on a ~$1MM multi-asset portfolio.
  • Security valuation and investment research; authored monthly performance-attribution reports for the advisory board and clients.

Investment Analyst, CFA Institute Research Challenge

Jun 2022 – Jun 2023

Representing Cal State Fullerton

  • Advanced to the Global Finals representing the Americas region after winning the Local, Sub-regional and Regional rounds, among 6,300+ students from 1,100 universities.

Education

Certifications

Skills

The research on this site is the live work sample: start with the coverage table and the track record, where every public call is graded.