Brendan and his team of investment industry professionals work with high net worth individuals and families to provide customized financial strategies to help meet their individual needs and goals.
Working closely alongside you with your investment objectives in mind, Brendan tailors investment management strategies, designed to help manage, preserve and distribute wealth.
Brendan is originally from Connecticut and is an alumnus of Marist College and Mercy College; where he earned his MBA in Finance & Managerial Analytics.
Brendan married the love of his life, Victoria, and resides in Queens with their daughter, Alessandra. In his spare time he enjoys spending time with family, playing basketball and traveling.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
