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Biography

Brendan is a Partner in the Maryland office. He has over a decade of experience helping clients achieve their financial objectives through a combination of strategic investing and wealth planning. He is a member of the equity management program and is a Co-Portfolio Manager for the firm’s Large Cap Growth Equity strategy.

Prior to joining Cerity Partners, Brendan served as a Portfolio Manager and Research Analyst at Maryland Capital Management (MCM). In his role, he managed the firm’s Concentrated Growth Equity and Small Cap Growth Equity portfolio strategies in addition to addition to providing investment advisory and wealth management services to affluent individuals, families, and institutions. Before joining MCM in 2010, he worked as a Sales Operations Analyst with Sybase 365.

Learn more about my practice.

Education

  • B.S. in Finance from the University of Maryland

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the Baltimore CFA Society

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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.