Specializes in catering to multi-generational families, providing Lido’s family office-style services along with personalized investment advice and guidance.
Joined Lido: 2023
Homebase: Southern California
Professional Focus: Brennan’s focus is meeting each client’s overall investment objectives by utilizing Lido’s comprehensive capabilities to deliver a holistic wealth management approach, working closely with individual families, business owners and corporate executives.
Education: B.A., Economics, Southern Methodist University
Previous Work Highlights: Prior to Lido, Brennan had a successful career as an investment advisor with Merrill Lynch and worked with several different real estate investment firms, helping build and scale three Real Estate Investment startups.
Personal Facts: He has a passion for participating and volunteering at his local church and community outreach programs. Outside of work, his hobbies include surfing, fly fishing, hiking, mountain biking, and snowboarding.
