Brendan is a business intelligence analyst in the Boston office, supporting the private client investment team. In this role, Brendan is responsible for preparing client books, managing client data, and producing critical reports—including AUM, cashflow, and end-of-day summaries—to support portfolio management and deliver actionable insights.

Previously, Brendan served as a private equity research analyst at Bainbridge, where he managed client portfolios, performed financial modeling, and supported buy-side acquisition strategies. He also worked as a summer analyst at the National Minority Supplier Development Council, leading the capital manager’s program and securing key partnerships to support minority-owned business growth.

Brendan is a returning member of Brown Advisory, having previously served as an investment summer analyst. He holds a bachelor’s degree in finance with a minor in entrepreneurship from the University of Michigan’s Stephen M. Ross School of Business.

Education

  • University of Michigan - Stephen M. Ross School of Business, BBA, Finance

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