As a Trading & Investment Research Analyst, Brendan plays a key role in supporting JNBA’s investment committee by rebalancing client portfolios and adapting them to changing market conditions. Brendan joined JNBA in June 2024, bringing a strong background in global equities trading from his time at a hedge fund in New York City. He was attracted to JNBA by its team-oriented and family-focused culture, where everyone shares a passion for helping clients and staying plugged into the markets.
“Being part of the investment team means staying ahead of market trends and making thoughtful adjustments for our clients. My goal is to help predict shifts in the market and guide our clients toward achieving strong returns, offering them peace of mind in a volatile financial world.”
Brendan earned his degree in finance from Boston College, with a minor in Chinese. His diverse experience includes an internship in Shanghai and a specialization in international trading. This background enables him to approach trading with a unique lens, bringing fresh perspectives to his work at JNBA.
A Massachusetts native with deep roots at Boston College, Brendan has lived in Midtown Manhattan and recently relocated to Minnesota, where his brother and sister-in-law coach hockey. In his free time, Brendan enjoys golfing, spending time outdoors, and playing squash and pickleball. Brendan often visits Cape Cod to reconnect with his large family—he’s one of five siblings—and spend time with his parents’ two dogs, a golden doodle and a rescue.