Brendan earned his BA in Finance at the University of New Hampshire and went on to successfully pass his FINRA exams including the SIE, Series 7, and Series 66. His role in the Client Relations and Advisor areas at Aegis Retirement Partners ensures that our clients and their employees fully understand the intricacies of their retirement plans and investment options.
Outside of his work at Aegis, Brendan can be found on the golf course, playing hockey, or rooting enthusiastically for any of the Boston sports teams.