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Biography

Brendan is an Associate in the Denver office.

Prior to joining Cerity Partners, Brendan was the Investment Strategist at Janiczek Wealth Management. Working alongside Janiczek’s Chief Investment Officer, Brendan provides clients with portfolio modeling, investment due diligence, and analytical support. Before joining Janiczek, he was a High-Net-Worth Specialist with Charles Schwab, providing investment guidance to high-net-worth families. Brendan earned his BA in Finance and Economics from Stetson University. He holds the Certified Financial Planner™ and Chartered Alternative Investment Analyst designations.

Education

  • BA in Finance and Economics from Stetson University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Alternative Investment Analyst (CAIA)
  • Member of Real Assets Adviser editorial advisory board

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