Brendan is a Senior Vice President at Graypoint LLC. Brendan joined Graypoint in 2024 and has over 20 years of client advisory experience. Brendan services a range of client needs including investment, tax and financial planning. Brendan earned a Bachelor of Arts in Economics from St. John Fisher College in 2000 and an MBA from the State University of New York at Albany in 2006. He also holds the IRS Enrolled Agent designation.