ABOUT

Patrick Brennan, CFA

Founder & Portfolio Manager

​Patrick Brennan is the founder and portfolio manager of Brennan Asset Management, LLC, a Registered Investment Advisory firm based in Napa, California, which utilizes a concentrated value investing strategy.

 

Prior to founding Brennan Asset Management, LLC, Mr. Brennan managed portfolios and led research efforts at two value investing firms in California: Hutchinson Capital Management and RBO & Co. Previously, Mr. Brennan worked at Mark Boyar & Company, where he led the firm’s research team and helped manage $800 million of assets across individual portfolios, institutional accounts and a mutual fund. Mr. Brennan also worked for six years in investment banking and equity research with Deutsche Bank, CIBC World Markets and William Blair & Company.

 

Mr. Brennan graduated summa cum laude from the University of Notre Dame with a degree in economics and was inducted into Phi Beta Kappa. Mr. Brennan received the Chartered Financial Analyst (CFA) designation in 2002 and is a member of the CFA Institute (formerly AIMR). Patrick Brennan is originally from Omaha, Nebraska.

  • Grey LinkedIn Icon
  • Twitter - Black Circle