MEET THE TEAM

At Signature Wealth Advisors, Brennan supports financial advisors and clients as an Investment Associate, ensuring a seamless and efficient investment experience. His responsibilities include processing new account openings, facilitating trade requests and money movement, and submitting new account paperwork. He follows each case through to completion, ensuring all client needs are met with accuracy and attention to detail. Brennan collects and organizes key client data, engages directly with clients to provide support, and collaborates closely with team members to track and complete client requests in a timely manner.

Prior to joining Signature Wealth Advisors, Brennan gained experience at Polar Capital, where he contributed to the team with accurate, timely and efficient processing of routine and complex transactions involving money and asset movement. His academic background includes a bachelor’s degree in business administration from the University of Redlands, where he developed a strong analytical toolkit and a deep understanding of capital markets. Known for his intellectual curiosity, attention to detail, and commitment to excellence, Brennan is passionate about helping clients achieve long-term financial success through thoughtful and disciplined investing.