Profil
Mr. Brendan R.
Finneran is a Senior Portfolio Manager at SteelPeak Wealth LLC.
He is responsible for working with SteelPeak’s Investment Committee to research, enhance, and support the firm’s investment process.
Brendan served as Managing Director and Equity Trader at Virtus Investment Partners and had served as Portfolio Manager and Trader at Rampart Investment Management Company, LLC for 12 years.
Prior to Rampart, he was trader and operations manager at Andover Capital Advisors, where he was responsible for operational account management and trading for all equity, option, bond, bank debt, CDS, and swap trades.
Aktiva positioner av Brendan Ross Finneran
| Företag | Position | Start |
|---|---|---|
SteelPeak Wealth LLC
SteelPeak Wealth LLC Investment ManagersFinance SteelPeak Wealth uses their broad range of targeted investment strategies to tailor portfolios to clients’ unique objectives, time horizon and comfort level with risk. The firm customizes portfolios with an open universe of investments including individual stocks, bonds, exchange-traded funds, options and alternative investments. Their portfolio construction process consists of active rebalancing combined with tactical positioning that shifts as market conditions change. | Portföljförvaltare-Aktier | 2021-04-01 |
Tidigare kända positioner av Brendan Ross Finneran
| Företag | Position | Slut |
|---|---|---|
Rampart Investment Management Co. LLC
Rampart Investment Management Co. LLC Investment ManagersFinance RIM formulates their investment advice and manages clients’ assets by using different methods of analysis such as technical and rules based analysis. Their investment strategies include long-term equity and ETF; short-term equity and ETF; option writing; and short futures. | Trading-Equity | 2012-01-01 |
Virtus Investment Advisers LLC
Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Trading-Equity | 2020-10-01 |
Andover Capital Advisors LP
Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors manages the Andover Capital Partners LP. The firm invests in US mid-cap stocks. They primarily focus on the consumer services sector. Andover maintains a high turnover rate | Företagsledare/Principal | - |
Robert Fleming, Inc.
Robert Fleming, Inc. Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Företagsledare/Principal | - |
Brendan Ross Finnerans utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
Virtus Investment Advisers LLC
Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Finance |
Rampart Investment Management Co. LLC
Rampart Investment Management Co. LLC Investment ManagersFinance RIM formulates their investment advice and manages clients’ assets by using different methods of analysis such as technical and rules based analysis. Their investment strategies include long-term equity and ETF; short-term equity and ETF; option writing; and short futures. | Finance |
Andover Capital Advisors LP
Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors manages the Andover Capital Partners LP. The firm invests in US mid-cap stocks. They primarily focus on the consumer services sector. Andover maintains a high turnover rate | Finance |
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert Fleming, Inc.
Robert Fleming, Inc. Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Finance |
SteelPeak Wealth LLC
SteelPeak Wealth LLC Investment ManagersFinance SteelPeak Wealth uses their broad range of targeted investment strategies to tailor portfolios to clients’ unique objectives, time horizon and comfort level with risk. The firm customizes portfolios with an open universe of investments including individual stocks, bonds, exchange-traded funds, options and alternative investments. Their portfolio construction process consists of active rebalancing combined with tactical positioning that shifts as market conditions change. | Finance |
















