Brendan Hunter is an Associate Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.
As a member of Wescott’s Portfolio Strategy Group, Brendan assists in the oversight of the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, Brendan was a financial advisor with one of the largest international investment management companies. There he was responsible for the creation and implementation of prospective clients’ financial plans, along with assisting in the management and oversight of high-net-worth and mass affluent clients’ accounts and portfolios.
Brendan earned his bachelor’s degree in financial planning with a concentration in trust management from the University of Delaware and his Masters of Science in Finance from Saint Joseph’s University. Most recently, he passed the Certified Financial Planner™ (CFP®) exam, working towards fulfilling the experience requirement for his official certification.
He resides in Exton, Pennsylvania.