Brendan joined West Financial Services in 2022 and served as the team’s equities analyst at the firm. In 2024, his responsibilities shifted towards portfolio analysis and implementation along with continuing to support the Investment Committee with insightful equity research and market analysis. Prior to joining West Financial, he worked as an investment performance reporting associate at a global investment firm.
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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