1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Financial Advisor
Brendan joined CAPTRUST from Meryl Lynch Wealth Management in 2019. He serves as a financial advisor and specializes in providing retirement plan advisory services to corporate fiduciaries, and comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and successful entrepreneurs.
He earned his Bachelor of Science degree in finance from the Darla Moore School of Business and a Master of Business Administration degree in business administration and management from the Boston College Carroll School of Business.
Outside of work, Brendan enjoys spending time with family and friends, working out, going to the beach, and playing golf.
Rising inflation, the specter of higher interest rates, and the...
The National Association of Plan Advisors (NAPA) recently named 27...
If 2021 could be summarized in one word, it would...
Recovery momentum within financial markets cooled during the third quarter...