While in graduate school John Brannon was helping his grandmother "Nana" complete her taxes. She mentioned that she gave every week to the offering plate at church and used her IRA to fund the cash. When John explained that she could give directly from her IRA using a Qualified Charitable Distribution, she asked, "would it really make that much of a difference?" John didn't have an answer, and as it turned out, no one else had answered her question yet either. Nana's wonderful question became the dissertation for his PhD and began Charitable Alpha ™.
Today, Dr. Brannon manages portfolios for LiveWell Capital, a Private Client Group firm with Northwestern Mutual. He speaks on the value charitable giving brings to our individual lives and the world at large. His continuing education seminars for financial and retirement advisors help bring the Charitable Alpha ™ Framework to clients everyone. John is based in Cincinnati, OH, married to Kimberly. Together they have two fantastic daughters.