Client Advisory


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.

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.


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


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

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