Brendan is an institutional business development representative and relationship manager for Commerce Trust Company. He is responsible for marketing proprietary asset management capabilities, consulting and investment advisory services to our institutional clients, which include non-profits, endowments, and foundations as well as organizations with retirement plans. Additionally, Brendan oversees the sales process and ensures the delivery of a consistent client experience through the execution of tailored investment strategies and relationship management practices.
Brendan brings more than 17 years of financial services experience to Commerce Trust. Previously, he was managing director and co-head of institutional sales at a macro investment strategy firm. There, his role included servicing the institutional investment community by providing a broad-based macro overlay to complement their bottom-up investment process. Brendan graduated in 1997 with a Bachelor of Science degree in finance from the Carrol School of Management at Boston College.Brendan and his wife Margaret have three sons; William, Locke and Mac. When not coaching or attending sporting events for his children in his free time Brendan enjoys playing golf, traveling and cooking.