Brendan O'Brien

Managing Partner at Gold Coast Wealth Management

Brendan O'Brien is the Managing Partner at Gold Coast Wealth Management, a diversified investment firm for high-net worth individuals and families. Prior to this role, Brendan worked in various positions at Sterling Stamos, Bear Stearns, and Goldman Sachs. Brendan holds an MBA in Finance from NYU Stern School of Business and a Bachelor of Arts in Economics & Sociology from Manhattan College.

Location

Glen Cove, United States

Links

Previous companies


Org chart


Teams

This person is not in any teams


Offices


Gold Coast Wealth Management

Gold Coast is a privately held investment management firm formed in 2011 based in New York. The firm and our approach were created with the standards of trust, professionalism, partnership, and performance firmly in mind. We seek like-minded clients who value partnership and the sharing of thoughts and ideas. The Gold Coast Multi-Asset Fund’s mission is to provide investors with an equity allocation designed to outperform the S&P 500 index. The fund invests in a select team of equity managers that have historically outperformed the S&P using a concentrated portfolio. Our qualitative process finds value and opportunities from inefficiencies created in an investment environment now dominated by the proliferation of index tracking mutual funds and ETF’s, high frequency trading, crowded ideas, and quantitative research.


Employees

1-10

Links