Team

Brendan is a member of our private wealth services team, responsible for supporting clients with the execution of their wealth management plans, ensuring that strategies and recommendations are implemented effectively and efficiently. He also serves as a primary resource for clients, addressing all questions and concerns.

Prior to joining GW&K in 2021, Brendan worked for Rise Private Wealth Management, supporting the private wealth advisory practice with operational and investment-related tasks.  He began his investment career as a senior annuities representative at John Hancock Financial Services.

Brendan graduated cum laude from the University of New Hampshire where he earned a BS in Business Administration with a focus on Finance.  He has successfully completed Level I of the CFA® program and holds the Series 7 and 63 Licenses with FINRA.