Hunter Bertrand

Hunter is a Senior Associate, Wealth Strategist, and Investment Analyst at Family Office Partners. He is responsible for assisting with client service needs and financial plans, portfolio analysis, asset allocation, exit planning, and business development. He began his career at UBS in 2019 as an intern and went on to become a full-time team member, contributing meaningfully across a range of client-focused initiatives. Hunter is actively pursuing the Certified Financial Planner™ certification and is committed to continuing his professional development in the years ahead.