Brendan has more than a decade of industry experience in investments and public finance since graduating from James Madison University with a Bachelor of Business Administration degree in Finance and Accounting. For the last several years, Brendan has worked as a Registered Investment Advisor for Lafayette Investments. For Lafayette, Brendan manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals. Brendan assists in the investment decision making process for equity portfolios and advises clients on topics such as asset allocation, long-term saving strategies, and tax efficiency. Brendan formerly worked as a Senior Analyst for Primatics Financial where he served as a consultant primarily for large banks, advising them on matters such as credit risk.
Brendan is a Chartered Financial Analyst (CFA) charterholder. He has served on various boards and committees including the James Madison University College of Business Board of Advisors (former Associate Board Member), Cystic Fibrosis Foundation’s Maryland Chapter (Board Member), CanEducate (Board Member for a charitable organization that helps schools in developing countries such as Haiti), ZERV Inc. (former Board Member for a Canadian technology start-up that was acquired) and the Member Engagement Committee for CFA Society Washington D.C. (former Committee Member). Brendan is a two-time winner of the Tomorrow’s Leader Award for his contributions to the Cystic Fibrosis Foundation.
Brendan is the author of two books: Markets in Chaos: A History of Market Crises Around the World and The Wandering Investor
Brendan is an avid reader. He primarily enjoys reading about finance, investing, world history, and economics. Brendan is a world traveler, having visited 36 countries at the time of this writing.