For over 25 years Brendan has been a leader in the wealth and investment management industry. As a strategist, researcher, author, speaker, and business owner he has developed and implemented investment and wealth planning strategies that have helped thousands of investors, individuals, charitable organizations, and corporations.
As the Managing Director, he leads the Catalyst team as they build innovative and customized wealth management solutions and strategies for clients. Brendan’s years of industry experience, success as an investor, entrepreneurial passion and strong work ethic make him a valuable resource for our unique client set.
Prior to founding Catalyst Private Wealth, Brendan held sr. level positions of Chief Investment Officer, Sr. Investment Strategist, Sr. Portfolio Manager, Securities Analyst and Bond Trader at some of the world’s leading firms including Blackrock, HSBC Private Bank, Deutsche Bank Private Wealth and Wells Fargo.
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