Client Advisory

Biography

Brendan is an Associate in the Pennsylvania office.

Prior to joining Cerity Partners, Brendan served as a Client Services Associate at Permit Capital Advisors, LLC and was responsible for working with clients by providing point of contact support. Additionally, he performed back-office functions including client reporting, portfolio implementation, and portfolio monitoring. Prior to joining Permit Capital Advisors, LLC, Brendan spent two years working as a certified residential underwriter for New Day Financial LLC.

Education

  • B.S. in Finance and Economics, The Ohio State University

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By clicking “Submit”, 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.