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Brendan Kelly, CFA

Associate Portfolio Consultant

Natixis Investment Managers Solutions

Brendan Kelly provides portfolio construction, asset allocation, and investment manager research services to financial advisors using qualitative evaluations and quantitative tools.

Prior to joining the firm, Brendan was an investment analyst at Prime Buchholz LLC, providing consulting and portfolio construction services to foundations and endowments. He began his financial services career at Putnam Investments Management as an investment sales associate.

Brendan holds a BA in finance from the University of St. Thomas. He is FINRA Series 7 licensed and also a CFA® charterholder.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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