Brandon Jonathan Ben-Hanania

Current Employers

Employment History

• 07/2021 → 11/2025
  American Family Insurance
  Madison, WI
• 06/2024 → Present
  Spruce Hill Capital, Llc
  Madison, WI
• 10/2020 → 07/2021
  Creative Planning
  Overland Park, KS
• 05/2020 → 08/2020
  Derbend Asset Management
  Peachtree City, GA
• 06/2015 → 12/2020
  Student
  Madison, WI
• 11/2025 → Present
  Bamboo Insurance
  Midvale, UT

Other Businesses

Name of other business: Bamboo Insurance Investment-related: Bamboo Insurance is an insurance company, but my role is not "investment-related." My role does not involve securities, portfolio management, investment advice, or sales. I am not part of an affiliated broker-dealer, investment adviser, or asset management subsidiary at Bamboo. My role is strictly internal/corporate. Address: 7050 S Union Park Center Suite 650, Midvale, UT 84047 Nature: Insurance company Position: Employee Title: Senior Financial Analyst Start date: 11/17/2025 Number of hours/month: 160 hours (8 hours per day, 20 days per month). Number of hours during securities trading hours: 5 hours per day. I have a flexible, fully remote work schedule in my role with Bamboo. I typically conduct RIA-related activities with Spruce Hill Capital from 8:30 - 10am CT on weekdays and perform duties for Bamboo from 10am - 6pm CT. I also conduct RIA-related activities that do not require execution during securities trading hours on nights (after 6pm CT) and weekends. My work with Bamboo does not involve investment-related services and does not interfere with my availability to clients or my fiduciary responsibilities. Description of duties at Bamboo Insurance: Budgeting, forecasting, expense management, monthly commissions process, dashboarding, financial month-end close.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-09

Designations