Brendan Ross Finneran

Portfolio Manager-Equities at Steel Peak Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Brendan R.
Finneran is a Portfolio Manager at Steel Peak Wealth Management 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
Steel Peak Wealth Management LLC Steel Peak Wealth Management LLC Investment ManagersFinance Steel Peak Wealth Management LLC (SteelPeak) is an independent, SEC-registered investment advisor headquartered in Woodland Hills, California. The firm was founded by Reza Zamani and MaZ Esmailbeigi in 2012. SteelPeak offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.	Portfolio Manager-Equities	2021-03-31

All active positions of Brendan Ross Finneran

Former positions of Brendan Ross Finneran

Companies	Position	End
Rampart Investment Management Co. LLC Rampart Investment Management Co. LLC Investment ManagersFinance Rampart Investment Management Co. LLC (RIM) is a registered investment advisor headquartered in Hartford, Connecticut and was founded in 1983. The firm is a subsidiary of Virtus Partners, Inc. and their ultimate parent is Virtus Investment Partners, Inc. (NASDAQ: VRTS). RIM provides advisory services to individuals; high-net worth individuals; tax exempt institutions; pension and profit sharing plans (other than plan participants); corporations or other businesses; and mutual funds.	Trading-Equity	2011-12-31
Virtus Investment Advisers, Inc. Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.	Trading-Equity	2020-09-30
Andover Capital Advisors LP Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors LP is an investment adviser headquartered in Boston.	Corporate Officer/Principal	-
Robert Fleming, Inc.	Corporate Officer/Principal	-

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Training of Brendan Ross Finneran

Brown University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	5
Virtus Investment Advisers, Inc. Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.	Finance
Rampart Investment Management Co. LLC Rampart Investment Management Co. LLC Investment ManagersFinance Rampart Investment Management Co. LLC (RIM) is a registered investment advisor headquartered in Hartford, Connecticut and was founded in 1983. The firm is a subsidiary of Virtus Partners, Inc. and their ultimate parent is Virtus Investment Partners, Inc. (NASDAQ: VRTS). RIM provides advisory services to individuals; high-net worth individuals; tax exempt institutions; pension and profit sharing plans (other than plan participants); corporations or other businesses; and mutual funds.	Finance
Andover Capital Advisors LP Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors LP is an investment adviser headquartered in Boston.	Finance
Robert Fleming, Inc.	Finance
Steel Peak Wealth Management LLC Steel Peak Wealth Management LLC Investment ManagersFinance Steel Peak Wealth Management LLC (SteelPeak) is an independent, SEC-registered investment advisor headquartered in Woodland Hills, California. The firm was founded by Reza Zamani and MaZ Esmailbeigi in 2012. SteelPeak offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.	Finance

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