DEMAND WEALTH - Key Persons
Brandon graduated from James Madison University with degrees in Finance & Marketing and is very active when it comes to giving back. His charitable endeavors relate to underprivileged children as a Court Appointed Special Advocate and founder of The Youth Interest Foundation.
Chris works on various tasks to ensure everything is running smoothly at Demand Wealth from a digital standpoint.
Chris is also an expert in writing highly technical pieces on the subject of Finance.
Ryan was an intern at Demand Wealth before his recent graduation from George Mason University. He graduated with a Bachelor of Science in Finance and writes heavily for our Christian Blog. His passions are in his Faith, Family, and Finance, and he is currently employed at Accenture Federal.
*Demand Wealth team includes external service providers for whom Demand Wealth has a referral only relationship. Demand Wealth does not receive any compensation for those referrals. For more details, see section 14 of Form ADV.
Job Titles:
- Chief Operating & Compliance Officer
Wade has over 20 years of financial service experience and has worked with some of the largest teams in the industry, starting his career at Morgan Stanley. As Chief Operating & Compliance Officer, his role is to manage the day to day functions of Demand Wealth, ensure that each client receives an exceptional level of care and service, and oversee compliance with the regulatory and legal requirements set forth by the SEC.
Wade grew up in Northern Virginia, attended Marymount University in Arlington, and is currently raising his two children in Potomac Falls.
Job Titles:
- Client Services Manager
- IT Manager
Job Titles:
- Certified Public Accountant
Mike Anderson, CPA, has been providing accounting and tax services to individuals and businesses in Northern Virginia since 1999. He specializes in supporting small to midsize businesses and their owners with nearly all facets of accounting and is a proud Quickbooks ProAdvisor. Mike is an active member of the Rotary Club of Vienna and is committed to serving his local community. He is also a member of the Virginia Society of Certified Public Accountants and American Society of CPAs. After obtaining his Master's degree at the University of Wisconsin Oshkosh and working in the Financial District in Boston, he returned to Northern Virginia join his father as a Certified Public Accountant.
Job Titles:
- Portfolio Manager
- Senior Portfolio Manager
Owen Lyons, MBA is our Senior Portfolio Manager overseeing the allocation, design and balancing of our portfolios. Owen has spent 30 years navigating financial markets, including 15 years as a market maker and arbitrageur for Neuberger Berman. He brings to our clients an in depth knowledge of global investing and asset management along with proven strength in comprehensive financial planning.
Owen holds an MBA from the Johnson School at Cornell University and a bachelor's degree from the College of Wooster. Civically he has been involved with the Mid-Shore Mediation Center in Easton, MD, serving as Board President and a Court Rostered Mediator.
Job Titles:
- Luxury Travel & Corporate Group Planner
- Travel Planner
Rachel is a luxury travel & corporate group planner for Demand Wealth specializing in creating one of a kind itineraries that fit her clients' needs. She has traveled to more than 25 countries which brings a wealth of destination information to the team. In 2013 she was honored with Travel Agent Magazine Top 30 Under 30. As an accredited travel consultant she is able to assist with bespoke journeys along with business incentive travel.
Ryan was an intern at Demand Wealth before his recent graduation from George Mason University. He graduated with a Bachelor of Science in Finance and writes heavily for our Christian Blog. His passions are in his Faith, Family, and Finance, and he is currently employed at Accenture Federal.