Brendan started his career as an investment analyst. After eight years in the industry working as an analyst and later a portfolio manager, he began to work with clients and their advisors on complicated custom portfolios. It was this client interaction and the satisfaction of solving challenging problems that led him to become an Investment Advisor. Brendan holds his Series 63 and 65 licenses and graduated from Central Connecticut State University in 2018 with a BS in Finance and Economics.
Brendan lives in Cromwell, CT with his wife Kass. They have a yellow lab, Zelda, and two cats Flash and Shadow. In his free time, Brendan enjoys hiking, backpack camping, reading for pleasure, and fishing with his family in Long Island Sound.