Brendan is the Chief Operating Officer of Ategenos Capital and brings more than 23 years of industry experience to the role.

Brendan has over 20 years of experience as an operations, service and technology leader with a deep understanding of wealth management, custodian bank, and technology platforms. Prior to Ategenos Capital, Brendan was previously Brinker Capital’s Chief Operating Officer where he was responsible for leading the Operations, Service, and Technology departments. He has created a strong track record of superior results, excellence in execution, and improved operational efficiency while enhancing the overall advisor and client service experience. He is also a former Executive Vice President at Orion Advisor Solutions where he oversaw the financial advisor technology and operations experience for Orion’s wealth management businesses. 

Brendan received his Bachelor of Arts degree from St. Joseph’s University and received his Master of Business Administration degree from Drexel University. He holds his FINRA Series 7, 63, 65, and 24 licenses as well as Business Analysis and Lean Six Sigma certifications from Villanova University.