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Brendan Ross Finneran
Portfolio Manager-Equities at
SteelPeak Wealth LLC
Profile
Mr. Brendan R.
Finneran is a Senior Portfolio Manager at SteelPeak Wealth LLC.
He is responsible for working with SteelPeak’s Investment Committee to research, enhance, and support the firm’s investment process.
Brendan served as Managing Director and Equity Trader at Virtus Investment Partners and had served as Portfolio Manager and Trader at Rampart Investment Management Company, LLC for 12 years.
Prior to Rampart, he was trader and operations manager at Andover Capital Advisors, where he was responsible for operational account management and trading for all equity, option, bond, bank debt, CDS, and swap trades.
Brendan Ross Finneran active positions
| Companies | Position | Start |
|---|---|---|
SteelPeak Wealth LLC
 SteelPeak Wealth LLC Investment ManagersFinance SteelPeak Wealth uses their broad range of targeted investment strategies to tailor portfolios to clients’ unique objectives, time horizon and comfort level with risk. The firm customizes portfolios with an open universe of investments including individual stocks, bonds, exchange-traded funds, options and alternative investments. Their portfolio construction process consists of active rebalancing combined with tactical positioning that shifts as market conditions change. | Portfolio Manager-Equities | 2021-03-31 |
Former positions of Brendan Ross Finneran
| Companies | Position | End |
|---|---|---|
Rampart Investment Management Co. LLC
 Rampart Investment Management Co. LLC Investment ManagersFinance RIM formulates their investment advice and manages clients’ assets by using different methods of analysis such as technical and rules based analysis. Their investment strategies include long-term equity and ETF; short-term equity and ETF; option writing; and short futures. | Trading-Equity | 2011-12-31 |
Virtus Investment Advisers LLC
 Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Trading-Equity | 2020-09-30 |
Andover Capital Advisors LP
 Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors manages the Andover Capital Partners LP. The firm invests in US mid-cap stocks. They primarily focus on the consumer services sector. Andover maintains a high turnover rate | Corporate Officer/Principal | - |
Robert Fleming, Inc.
 Robert Fleming, Inc. Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Corporate Officer/Principal | - |
Training of Brendan Ross Finneran
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
92
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Virtus Investment Advisers LLC
Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Finance |
Rampart Investment Management Co. LLC
Rampart Investment Management Co. LLC Investment ManagersFinance RIM formulates their investment advice and manages clients’ assets by using different methods of analysis such as technical and rules based analysis. Their investment strategies include long-term equity and ETF; short-term equity and ETF; option writing; and short futures. | Finance |
Andover Capital Advisors LP
Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors manages the Andover Capital Partners LP. The firm invests in US mid-cap stocks. They primarily focus on the consumer services sector. Andover maintains a high turnover rate | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert Fleming, Inc.
Robert Fleming, Inc. Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Finance |
SteelPeak Wealth LLC
SteelPeak Wealth LLC Investment ManagersFinance SteelPeak Wealth uses their broad range of targeted investment strategies to tailor portfolios to clients’ unique objectives, time horizon and comfort level with risk. The firm customizes portfolios with an open universe of investments including individual stocks, bonds, exchange-traded funds, options and alternative investments. Their portfolio construction process consists of active rebalancing combined with tactical positioning that shifts as market conditions change. | Finance |
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