Brendan joined Westover Capital as a Client Service Associate on the Client Services Team. In his role, he focuses on ensuring day-to-day requests, including account transfers, money movement, and reporting, are handled smoothly and efficiently. He also works closely with our advisors to prepare meeting materials and keep planning action items moving forward.
Brendan brings a strong eye for detail, energy, and a genuine enthusiasm for serving families. His professionalism and warmth make him a fantastic new resource for our clients.
A New Jersey native, Brendan graduated from Ramapo College of New Jersey with a degree in economics and finance. While at Ramapo, he captained the men’s swimming team and was appointed to the Dean’s Advisory Council at the Anisfield School of Business. Before college, he gained early exposure to the financial world working at his family’s business, Tax Advisors LLC, in Mount Laurel, NJ, a foundation that sparked his interest in financial services.
Brendan most recently served as a tax reporting and cost basis associate at Janney Montgomery Scott in its Philadelphia headquarters, where he reviewed and analyzed investment transactions, mergers, and corporate actions to ensure accurate cost basis and compliance with IRS requirements.
Outside of work, Brendan enjoys golf, fishing, and watching the NFL.
