Brendan Treanor

CFA

Associate Director

  • Shareholder

As an Associate Director, Brendan conducts due diligence on prospective managers and actively covers recommended and legacy strategies for the firm. Brendan has been with Pathstone since May 2019, and currently covers equity strategies as well as core fixed income.

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.

Group

Advisory Services

- Investment Research

Certification

CFA

Office

Boston, Massachusetts

Contact & Locations

As an Associate Director, Brendan conducts due diligence on prospective managers and actively covers recommended and legacy strategies for the firm. Brendan has been with Pathstone since May 2019, and currently covers equity strategies as well as core fixed income.

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.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

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Alexandria, VA

Contact & Locations

Maryland

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Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

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Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

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Austin, TX

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Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations