Brendan joined RZH Advisors in March 2022 as a Financial Advisor. Prior to RZH, Brendan worked as a wealth manager at LourdMurray, located in Beverly Hills, CA. He provided financial planning and wealth management advice, specializing in high-net-worth celebrities, professional athletes, and business owners. Brendan excels at describing complex financial topics in an easy-to-understand manner. He works closely with Carl and Spencer to help our clients achieve their goals through comprehensive financial planning.
Brendan graduated from Georgetown University in 2010 where he double majored in Finance and Management. In 2016, he earned his Certified Financial Planner designation (CFP). Brendan enjoys spending time and traveling with his wife, daughter, and their Golden Retriever rescue. He is also dedicated to physical fitness and is an avid rower. He competes at the Head of the Charles Regatta in Boston every year. While at Georgetown, he was captain of the rowing team and helped lead them to a bronze medal at the national championship. After college, he competed for the US at the under-23 world championship regatta. While in California, he coached the UCLA men’s rowing team for four years.