Personal

Brendan is married to Courtney, and they have four young children. He enjoys golf, skiing, coaching youth sports, and time with family at the beach in Breezy Point, NY.

Brendan, his wife Courtney and their four children.

Professional

Brendan holds a bachelor's degree in Finance from Siena College with a semester abroad at Macquarie University in Sydney, Australia. 

Professional designations include:

  • CERTIFIED FINANCIAL PLANNER™ Professional- 2009
  • The American College - Chartered Life Underwriter (CLU®) - 2007
  • The American College - Chartered Financial Consultant (CHFC®) - 2009
  • The American College - Chartered Advisor in Philanthropy (CAP®) - 2018
  • The American College - Retirement Income Certified Professional (RICP®) - 2019

Lending a hand in my community.

We are happy to partner with these local institutions:

Westchester County Association - Board of Directors

Driving Smart Growth - The Westchester County Association is the leading economic development and business advocacy organization serving Westchester County and the region.

Westchester County Association

St. Elizabeth Seton Children’s Foundation - Board of Directors

The St. Elizabeth Seton Children’s Foundation provides philanthropic support to enhance the medical, therapeutic, rehabilitative and special educational goals of medically complex children served by the Elizabeth Seton Pediatric Center, John A. Coleman School and Children’s Rehabilitation Center. The Foundation reaches children and their families across this continuum of residential and community-based services, celebrating the uniqueness of each child.

St. Elizabeth Seton Pediatric Center