Brendan is a Certified Financial Planner® with over 28 years experience. He began his career on the floor the New York Stock Exchange with Goldman Sachs. After four years in institutional trading he decided to pursue his true calling to work with individual investors.
Brendan now works with individuals, professional athletes, and corporations using the knowledge and skill developed during years of monitoring the markets and managing client assets through various market cycles.
Brendan earned a Bachelor’s Degree from Indiana University and holds the Series 7, 63, and 65 Licenses, as well as Life and Health Insurance Licenses. He is also registered as a Financial Advisor with the National Football League Players Association.