Brendan Roberts is an Associate Advisor and a member of the Investment Policy Committee. He works primarily in Springfield where his responsibilities include, but are not limited to: equity research, trading and as an associate advisor. He brings to the firm strong knowledge in areas of statistical analysis and financial communications.

Brendan attended the Isenberg School of Management at UMASS/Amherst where he completed his B.A. in Finance and Master of Finance in Alternative Investments.

Previously, he was an investment adviser representative at MassMutual for just under three years where he helped families and small businesses with financial planning, cash flow analysis and investment allocation. During his tenure he helped onboard $20m+ of assets to the firm.