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Brendan Jeffery

Brendan Jeffery

Brendan Jeffery is responsible for investment analysis, portfolio management, and risk assessment. Brendan is an insurance professional licensed by the New York State Insurance Department. Brendan's specialty is in equity review, selection, and monitoring. Brendan's philosophy of investing is tailored to the individual, and his asset allocation style may include the use of stocks, bonds, indexes, mutual funds, exchange-traded funds, real estate, and options when appropriate. Depending on the individual, the philosophy may be strategic or tactical. Brendan has over 20 years of experience as a financial services professional.