Brendan is a Senior Wealth Advisor at The Colony Group, providing 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 the 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.
Previously, Brendan was a Wealth Advisor for Blue Water Advisors which merged with The Colony Group in early 2018. He also worked as a Senior Equities Trader with Schonfeld Securities until 2004 when he joined Blue Water Advisors.
Brendan received his BA in English from Manhattan College where he served as Captain of the Division 1 Men’s Tennis Team.
When not in the office, Brendan enjoys, reading, playing tennis, hockey, basketball and spending time with his wife Kathryn and their three children.