Brendan joined O’Brien Wealth Management in 2018 as an associate. He works with clients on day-to-day portfolio management, and coordinates the efforts of external advisors and asset managers to provide cohesive financial solutions.
Prior to joining the firm, Brendan worked at BBR Partners; a multi-family office where he helped oversee high net worth families’ portfolios and ad-hoc client requests. Brendan began his career at BlackRock on their US Retail Sales Desk.
Brendan graduated from Fairfield University with a degree in Economics in 2013. Additionally, he was named Captain of Fairfield’s Men’s Division I Golf Team as a junior. Outside of the office, Brendan enjoys traveling, trying new restaurants, and skiing.