Senior Executive Vice President of Business Development
Brendon comes to us with over twenty-five years of financial services sales and relationship management experience. He began his career in product sales, working for two prominent asset managers, as a wholesaler, selling mutual funds and separately managed accounts. Next, he served as the National Sales Manager at E*TRADE Financial, where he oversaw a team of over 120 financial advisors. Most recently, Brendon spent the last fifteen years in custody sales at Folio Institutional (now Goldman Sachs) and Apex Fintech Solutions, as Vice President Institutional Sales. He focused on custody sales and relationship management for Independent Broker Dealers, RIA’s, and Enterprise firms. He resides on the north shore of Boston. He is married to his wife Jennifer and has two college-age children, Sam and Audrey.
