Brendan is an investment advisor for Lafayette Investments, where he personally manages a portion of the approximately $800 million in assets under management and assists in the investment decision making process for the equity portfolio. Previously, he served as a senior analyst for Primatics Financial, where he operated in a lead role on the largest whole-book loan implementation in company history for a top 10 U.S. bank with more than $300 billion in assets.
Brendan is a Chartered Financial Analyst (CFA) and author of a book titled The Wandering Investor. As a 2012 James Madison University graduate who received a BBA in finance and accounting, Brendan remains active within the JMU community, serving as an associate member of the College of Business Board of Advisors and formerly serving as Madison Network Committee Chair for the GOLD Network Board, which represents the young alumni of the university. Brendan serves as a Board Member for the Maryland Chapter of the Cystic Fibrosis Foundation (CFF) in addition to serving as Tomorrow’s Leaders Co-Chairman for the Maryland Chapter of the CFF. He served as a member of the 2019 Maryland’s Finest Committee for the Cystic Fibrosis Foundation in addition to having served on the 2018 Maryland’s Finest Nominating Committee and was an honoree of the 2017 Maryland’s Finest program (a select group of individuals who have demonstrated leadership in the community and excelled in their profession).
Brendan was awarded the Tomorrow’s Leaders Award by the CFF for his contributions to the Foundation. Brendan is on the Member Engagement Committee for CFA Society Washington D.C.