Great Gray Trust Company
Brendan Wellman, MBA, is a seasoned financial professional currently serving as a Senior Financial Analyst at Great Gray Trust Company since April 2023. Prior to this role, Brendan held the position of Vice President - Collective Investment Fund Administration at Wilmington Trust from August 2021 to May 2023. Brendan's earlier experience includes multiple roles at BNY Mellon, including System Conversion Specialist III, System Conversion Specialist II, and NAV Operations Investment Accountant from April 2015 to July 2021. Brendan earned a Master of Business Administration in Business Administration and Management from West Chester University of Pennsylvania in 2020 and holds a Bachelor of Science in Business Management from the University of Scranton, obtained in 2014. Brendan's foundational education was completed at St. Joseph's Prep.
Great Gray Trust Company
Great Gray is a leader in the collective investment trust (CIT) market with over $143 billion in collective investment fund assets, across funds managed by 70+ sub-advisors and maintains trading agreements with 40 trading platforms that access 200+ recordkeepers as of 9/30/23. We offer CITs across platforms representing most investment style categories including target-date and hard-asset funds. CITs are listed on NASDAQ and are valued daily; in fact, our President & CEO, Rob Barnett, was the first to enhance CIT transparency by listing 625+ searchable tickers through the Nasdaq Fund Network (NFN). Our legacy originated with Great Gray's predecessor (Wilmington Trust), a venerable institution steeped in fiduciary heritage. This foundation enabled us to be laser-focused on the future of CITs, while delivering industry-leading solutions and service as Great Gray. Innovation drives us. While fiduciary strength and expertise is in our DNA, it is our technological strength and innovative thinking that differentiates us from the rest. We take pride in being pioneers in the industry showcasing first-of-its-kind technological advances, such as boardingpass™, an innovative solution for streamlining CIT onboarding. Great Gray is focused on taking a modernized and fresh approach to developing innovative solutions for our clients that drive results. In fact, the great gray owl itself was meticulously selected to align with our organization — resilient, powerful, stable, decisive, a bit enigmatic, and a stronghold in the wild.