As a Portfolio Manager, Brendan helps lead the firm’s investment activities with a focus on fundamental analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Brendan assists in overseeing all business, finance, and distribution activities.

He serves on the investment committee and is additionally responsible for the implementation and trading of the strategies, and operational support. He currently holds the Series 65 securities license and is a CFA® Charterholder.

Brendan worked in Beaumont Financial Partners’ wealth management division where he focused primarily on fundamental equity research before moving over to the asset management division formerly known as BCM. Prior to joining the firm, Brendan had spent time working for Brown Brothers Harriman & Co. after receiving his B.A. in Economics from Boston College.