Brendan Roberts, Financial Advisor

Brendan Roberts was destined for a financial career. It began when his father introduced him and his sister to the world by opening investment accounts for them at a young age. From there, it just stuck.

What was a side hustle through college, eventually turned into a career aspiration. Spending time shadowing another financial advisor only reaffirmed what Brendan already knew, this was the career he wanted to be in. Fueled by the lack of financial education taught in school growing up, he set out to become a resource for educating others. Above all, Brendan considers his true value to be showing people what is possible when you truly understand your finances.

A proud graduate of the UMASS Isenberg School of Management, Brendan has been investing in the public markets for nearly five years. He has direct experience with venture capital, hedge funds, private equity, and alternative investments.

In his spare time, Brendan enjoys spending time outdoors kayaking and swimming and spending time with his friends and family. He resides in South Hadley.