Regional Vice President
Brendan has a Bachelor’s of Arts Degree in History from Dartmouth College where he also captained the Men’s Varsity Soccer Team. Brendan joined Mercer Advisors in January 2020 as the Regional Vice President after 20 years in the financial services industry. Prior to working at Mercer Advisors, Brendan served as a Regional Vice President for Churchill Management Group leading the firm’s business development efforts in the Northeast Region. Brendan has served as a Portfolio Manager at U.S. Trust Bank of America Private Bank where he lead the private banking team through the process of advising clients on investment strategy & risk management. Brendan has previously worked as a private wealth advisor at UBS Financial Services, Morgan Stanley & Merrill Lynch specializing in constructing, implementing and monitoring strategic risk-based investment portfolio for both high net worth individual & institutional clients including endowments, foundations and non-profit clients. Brendan resides in New Canaan, CT with his wife, Deb and their three children, Chloe, Brendan Patrick and Molly Johanna.