Brendan Greenwald, CFA

Brendan Greenwald, CFA has been working in the financial services industry since 2011. Brendan began their career as the Owner/Founder of Bric's Burgers and Dogs Boat Service LLP in 2011. In 2012, they interned as a Private Wealth Management Intern at Merrill Lynch. From 2013 to 2017, they worked at Morgan Stanley as a Registered Associate and Associate. Since 2017, they have been working at Metaurus Advisors LLC as a Managing Director, Portfolio Manager, Principal, and Vice President.

Brendan Greenwald, CFA obtained their Bachelor of Science in Business Administration from the University of Vermont in 2013, majoring in Finance and minoring in Economics. In 2014, they obtained their Series 7, Series 66, and Series 3 from the Financial Industry Regulatory Authority (FINRA). In 2017, they obtained their Series 30 from the National Futures Association and their Chartered Financial Analyst (CFA) Charterholder from the CFA Institute.