Brendan is a Portfolio Manager and is part of our Investment Policy Committee where his responsibilities include (but are not limited to) equity research, trading and client management. He brings strong knowledge in simplifying financial concepts, technology and portfolio construction. Outside of trading and research, his day to day includes being utilized in a support capacity for performance reviews and prospect meetings with individual families, boards, non-profits and small businesses.

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 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.