As Associate, Wealth Strategy, Brendan assists his team with implementing tailored wealth and estate planning strategies to ultra high net worth individuals and families.
Before joining NewEdge, he worked for four years at Summit Trail and served as an Asset Analysis Associate at Heritage Strategies LLC.
Brendan received his B.S. in Mathematical Economics from Gettysburg College and M.S. in Data Science from SUNY OLD Westbury. He was a member of the varsity baseball team at both institutions.
He currently resides in New York City, and can be found going for a run, golfing, or at the beach when he’s not in the office.