Brendan conducts investment research aimed a supporting our Professional Trustees. He focuses on investment manager selection ensuring clients choose the most appropriate manager for their investment objectives. In addition, Brendan also supports in ensuring Trustees meet their ESG requirements.
Brendan joined Dalriada Trustees in 2017 and has experience working for a range of different investment firms, including a family office, investment consultancy, and also a dedicated manager research firm conducting in-depth manager due diligence.
Brendan is a CFA Charterholder, has received the Investment Management Certificate (IMC), the CFA Certificate in ESG Investing, and holds a degree in Finance and Investment from the ICMA Centre, University of Reading.