Prior to joining Pathstone, Brendan was an Associate Wealth Manager at BNY Mellon Wealth Management. In this role, he supported a team of Wealth Managers to implement investment portfolios designed to meet client needs and objectives.

Brendan earned a Bachelor of Arts degree in Economics with a minor in Entrepreneurial Leadership Studies from Tufts University in 2016 and was a member of the varsity lacrosse team. Brendan holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of the CFA Society Boston. In his spare time, Brendan enjoys playing lacrosse and traveling.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.