Empowering Your Life

Experience and Education

With over 25 years of experience in the finance and wealth management industry, Brendan serves as the CEO and President of West Shore Ventures, where he drives the firm’s strategic direction with an unwavering commitment to delivering exceptional value to clients. A recognized leader in wealth management, he is renowned for crafting innovative, client-centered solutions tailored to address the unique needs of individuals, families, and closely held businesses.

Brendan’s extensive personal and professional experience navigating the complexities of family-owned enterprises allows him to provide strategic guidance that fosters both financial growth and legacy preservation. His expertise also extends to mentoring other successful entrepreneurs, sharing insights that empower them to achieve their goals and elevate their success.

In 2017, Brendan founded West Shore Ventures with a clear vision: to establish a firm where clients are truly at the heart of everything. He sought to simplify clients’ lives by offering a comprehensive suite of financial services under one roof. From its inception, Brendan committed to prioritizing clients’ interests above all else—a principle that remains central to the firm’s culture and operations today.

Brendan holds the prestigious Chartered Financial Analyst® (CFA) designation and is a Certified Financial Planner™ (CFP®) professional, further underscoring his deep expertise and dedication to the highest standards of excellence in wealth management.