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Biography

Brendan is a Senior Associate based in the New York office. As a member of the firm’s Wealth Management practice, he works closely with advisors to provide clients with comprehensive, goals-based financial planning.

Prior to joining Cerity Partners, Brendan was an Associate in the Asset and Wealth Management Investment Banking group at Raymond James in New York City where he helped business owner clients undertake transactions to achieve financial and strategic objectives.

Learn more about my practice.

Education

  • B.S. in Business Administration from Binghamton University

Highlights

  • Working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification
  • Deeply committed to public service, with prior professional experience as a Teacher and an Emergency Medical Technician
  • Recipient of the Segal AmeriCorps Education Award

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.