About Brendan
Brendan provides financial counseling to high-net-worth families, individuals, and small business owners. His duties include client relationship management, investment research and due diligence, and overseeing the trading platform and portfolio implementation for Focus Partners Wealth’s Long Island office. He enjoys being a trusted advisor to his clients, building long-term relationships, and striving to help clients achieve their most important life goals.
When not in the office, Brendan enjoys reading; playing tennis, hockey, and basketball; and spending time with his wife, Kathryn, and their three children.
Education and Professional Milestones
-Manhattan College - BA in English
-Joined Focus Partners Wealth through the firm’s 2018 merger with Blue Water Advisors
-Has worked as a senior equities trader with Schonfeld Securities
Brendan provides financial counseling to high-net-worth families, individuals, and small business owners. His duties include client relationship management, investment research and due diligence, and overseeing the trading platform and portfolio implementation for Focus Partners Wealth’s Long Island office. He enjoys being a trusted advisor to his clients, building long-term relationships, and striving to help clients achieve their most important life goals.
When not in the office, Brendan enjoys reading; playing tennis, hockey, and basketball; and spending time with his wife, Kathryn, and their three children.
Education and Professional Milestones
-Manhattan College - BA in English
-Joined Focus Partners Wealth through the firm’s 2018 merger with Blue Water Advisors
-Has worked as a senior equities trader with Schonfeld Securities