Brendan Manna, CFP®

Associate Wealth Advisor

Brendan Manna joined the firm in November of 2018. Prior to this, he had worked three and a half years as an investment analyst for a private wealth management firm in the Chicago area. He gained valuable insight and understanding of many client situations. Brendan is also a member of the firm's investment committee, and helps with research and investment strategy for client portfolios.

Brendan graduated from the University of Missouri where he earned a Bachelor of Science in Business Administration with a major in Finance and Banking. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the series 7, 63 and 65 licenses. He is also working on obtaining his CFA Designation, and completed level I in 2022.

Outside of the office, Brendan enjoys spending time with family and friends, golfing and watching hockey. He is also a member of the Red Shoe Society, which is a young professionals group focused on helping families in need at the Ronald McDonald House.


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