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. With more than 15 years in the finance industry, Brendan’s expertise is in creating significant support for the CEO and operational excellence within the firm. His experience and deep understanding of independently owned advisory businesses makes him an integral leader at the firm’s executive level.
Prior to joining Parcion, Brendan spent several years at HighTower Advisors and Charles Schwab Institutional. Most recently, he served as the Chief Operating Officer at Sound Legacy Wealth Advisors. He has worked with national firms with over $70 billion in Assets Under Management (AUM) and supported more than 200 advisors, to boutique capital market firms serving ultra-high-net-worth clients.
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, A Peter Block Company, FINRA Securities Licenses, and Decker Communications.
Brendan’s personal interests include all things outdoors, from surfing and 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 quality time with his wife and their three active, energetic sons.