Brendan serves in a dual role as both an Advisor and member of the Investment Policy Committee at St. Germain. His responsibilities include equity research, trading, and financial advising. He brings strong knowledge in the areas of client management, simplifying financial concepts, as well as technology. A graduate of UMass Amherst’s Isenberg School of Management, Brendan holds both a B.A. in Finance and a Master of Finance in Alternative Investments. Prior to joining St. Germain in 2024, he worked as an investment adviser representative at MassMutual for nearly three years, helping families and small businesses with financial planning and investment allocation. During his tenure he onboarded hundreds of clients for his own book of business as well as jointly managed relationships with his senior advisor.  Outside of work, Brendan enjoys spending time with family and friends, staying active outdoors, watching the Celtics and Patriots, and hanging out with his dog Zoey.