Brendan is a Client Service Associate responsible for managing client relationships and providing support to the firm’s relationship management and operations teams.  In addition, he assists with operational aspects of client onboarding, reporting and ad-hoc requests from clients and their service providers. Brendan also assists in the development of new business opportunities, including developing relationships with referral sources and preparing prospective client proposals. Before joining Performa in 2023, he was Vice President at Goldman Sachs where he was responsible for managing institutional relationships across the prime brokerage and clearing space.  Prior to his 5-year tenure at Goldman, he held various roles at Citi and JPMorgan in New York City. Brendan graduated from Loyola University Maryland with a Bachelors in Business Administration (B.B.A.) with a major in Finance and minor in Information Systems Management.

brendan works out of performa’s charleston, south carolina office.

SANDI PRESCOTT

HEAD OF CLIENT SERVICE

DAVID KILBORN, CFA

CHIEF INVESTMENT OFFICER

WARREN MILLER

CLIENT RELATIONSHIP MANAGER