Brendan Beaulieu

Client Service Associate

Joined
GW&K
2021

Industry
Experience
10 Years

Responsibilities

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 Work Experience

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.

Education

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.

Outside the Office
I enjoy a morning on the golf course, dinner in the north end, and a night at Fenway. As a lifelong Boston sports fan, loyalty and teamwork are key values I bring to all that I do.

Stay Updated & Informed with GW&K

GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

  • This field is for validation purposes and should be left unchanged.