As Chief Operating Officer at Parcion Private Wealth, Brendan presides over the daily management of all things related to business; from all aspects of technology and business operations, to finance and compliance. He has over twenty years of experience working with business owners and a deep background in building advisor-owned businesses, driving operational excellence, technology adoption, platform utilization, business profitability, scale, and Enterprise Value. Brendan has worked with national firms with over $100 Billion in Assets Under Management and more than 200 advisors, to boutique capital market firms serving ultra-high net worth clients. Brendan’s business acumen and deep understanding of independently owned advisory businesses make him an integral leader at the firm’s executive level.
Brendan earned his Bachelor of Science Degree with a minor in History from the private institution of Roger Williams University. He holds designations from the Miller Heiman Strategic Training, Business and Flawless Consulting Training, Securities Licenses, and Decker Communications.
Brendan’s personal interests include all things outdoors, from beach volleyball in Southern California, fly fishing mountain rivers both domestic and international, to helicopter skiing and earning certifications in Avalanche training Level-3, Ski Patrol rescue, to his EMT training. Brendan also enjoys family experiences with his wife and their three active, energetic sons.