Brendan joined Alera Group in 2017 and serves as a Senior Partner at the company. Prior to his leadership role at Alera Group, he founded Somerset Capital Advisors where he built an independent investment advisory firm.
After 17 years, Brendan expanded the services offered to clients through the purchase of HealthFirst Benefits. Both companies were successfully sold to Alera Group in 2017.
Brendan focuses on delivering innovative solutions that fit client’s budgets, cultures & goals. He’s worked in the investment & employee benefits business since 1992.
Brendan received a B.S. in Economics & Finance from the University of Scranton where he was a member of the men’s basketball & rugby teams.
Rules to live by? Progress, not perfection
If they made a movie about your life, who would you want to play you? George Clooney
Where do you see yourself in 10 years? Being a grandfather, working with clients that I enjoy & spending winters in warm weather
Best advice you’ve ever received? You’re only as sick as your secrets