Brendan has more than a decade of industry experience in investments and public finance since graduating from James Madison University with a Bachelor of Business Administration degree in Finance and Accounting. For the last several years, Brendan has worked as a Registered Investment Advisor for Lafayette Investments. For Lafayette, Brendan manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals. Brendan assists in the investment decision-making process for equity portfolios and advises clients on topics such as asset allocation, long-term saving strategies, and tax efficiency. Brendan formerly worked as a Senior Analyst for Primatics Financial where he served as a consultant ...
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