Brendan joined Anam Cara Wealth Management in 2024 to partner closely with Lou and his clients. After interning with BlackRock in 2018, Brendan started his career as a member of their US Wealth Advisory business in Boston, MA. During this time, he worked with independent financial advisors across Illinois, Louisiana, Oklahoma, and Kansas. In this role, he was responsible for driving sales and servicing advisors in BlackRock mutual funds, closed end funds, ETFs, separately managed accounts and liquid alternatives. After this role, Brendan transitioned to BlackRock's Chicago office joining the US Institutional team,where he was responsible for developing and maintaining relationships with institutional investors, with a focus on family offices and ultra high net worth individuals. His professional registrations include the Series 7 and Series 66 held through LPL Financial and Life and Health Insurance certifications.
Brendan graduated from the University of Dayton with a major in Finance and a minor in Accounting. During his four years in Dayton, he was a part of the country's largest studentran portfolio fund, where the group managed over $35 million of the university's endowment. As a part of the student portfolio management group, he covered the financial and real estate sectors in which he analyzed portfolio holdings and conducted stock presentations. He was also a member of the Club Baseball team and studied abroad in Spain. He now enjoys skiing, running triathlons, and playing hockey. Brendan hopes to eventually visit every US National Park.