As a Research Analyst, 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 domestic and international small cap 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 is a CFA Level III candidate. In his spare time, Brendan enjoys playing lacrosse and traveling.