With over 12 years of experience, Brendan started his career in Wealth Management at Merrill Lynch managing a combined total of $1.25bn in assets and liabilities. His primary roles focused on portfolio construction and investment management for families across the United States and select international clientele. Currently, Brendan helps lead a team of 30 financial professionals and specialists at Equitable Advisors with a focus in investment research and portfolio management.
CA Insurance License #: 4457963