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.

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©2017 by Brennan Asset Management, LLC  | Napa, California

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In BAM’s investment decision making process involves a number of different factors, not just those discussed in this document.  The views expressed in this material are subject to ongoing evaluation and could change at any time.   Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. It shall not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities mentioned here. While BAM seeks to design a portfolio which reflects appropriate risk and return features, portfolio characteristics may deviate from those of the benchmark. Although BAM follows the same investment strategy for each advisory client with similar investment objectives and financial condition, differences in client holdings are dictated by variations in clients’ investment guidelines and risk tolerances.  BAM may continue to hold a certain security in one client account while selling it for another client account when client guidelines or risk tolerances mandate a sale for a particular client.  In some cases, consistent with client objectives and risk, BAM may purchase a security for one client while selling it for another.  Consistent with specific client objectives and risk tolerance, clients’ trades may be executed at different times and at different prices.  Each of these factors influences the overall performance of the investment strategies followed by the Firm.  Nothing herein should be construed as a solicitation or offer, or recommendation to buy or sell any security, or as an offer to provide advisory services in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The material provided herein is for informational purposes only. Before engaging BAM, prospective clients are strongly urged to perform additional due diligence, to ask additional questions of BAM as they deem appropriate, and to discuss any prospective investment with their legal and tax advisers.