“After completing my MBA, I knew I wanted to join a team in the financial services industry that was committed to both serving clients and engaging employees. It’s great to be part of the Truepoint team that prioritizes both of these.”
As a member of the investment team, Brennan spends his time rebalancing client portfolios and executing trades to implement customized investment strategies for our clients. Having passed level 1, Brennan is working towards completing his Chartered Financial Analyst (CFA) designation.
Outside of the office, Brennan’s allegiance is split between cheering on our local Cincinnati teams — the Reds and Bengals—and his Kentucky Wildcats. He also enjoys spending time with his friends and very soon-to-be wife.
Specialties: investment research, market analysis, portfolio management, rebalancing, trading