Brendan joined West Financial Services in 2022 as the team’s equity analyst. In 2024, he transitioned into the role of associate portfolio manager, where, along with his continued contributions to the research team, he now oversees the strategic asset allocation of client investments. Brendan works closely with West’s portfolio and relationship managers to ensure that each account is managed in a way that reflects our client’s risk tolerance, investment goals, and time horizons.
Brendan graduated from Christopher Newport University with a BS in Finance and has since earned his Master’s in Finance at Georgetown University’s McDonough School of Business.
Brendan was born and raised in Alexandria, Virginia, and is the oldest of three boys. He enjoys spending his time playing golf and cheering on D.C. sports teams.
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