Brendan focuses his role as GA largely on the recruitment and professional development of new and experienced associates. In addition to these duties, he is responsible for Charter Oak’s sales management team and agency training program.
Throughout his career, Brendan has been recognized as a leading field agent and nationally recognized manager. His talent for recruiting and developing new advisors has been instrumental in helping to expand Charter Oak's reach throughout Fairfield and Westchester counties and into metro New York. Under Brendan's leadership, Charter Oak has twice been named as among the "Best Places to Work in Connecticut" by the Best Places Group, and as a Top Work Place for each consecutive year from 2013 to 2016 by Workplace Dynamics and the Hearst Media Group.
Brendan is a Fairfield County Business Journal 40 Under Forty alumni and the co-founder of the Charter Oak Fund, a charitable fund whose proceeds support small grassroots organizations benefiting children. He is also an active contributor to Ann's Place and the Princess Ball.
Brendan resides in Newtown with his wife and their three daughters.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies