Operations Associate
Brenda has over 25 years of financial services experience specializing in account administration, client reporting, custodial interface, and operations management.
Previously, Brenda has worked for a number of larger registered investment advisory firms including Aris Wealth Services / AssetMark, and Partners Financial Group / Vicus Capital, each of which had assets under management in excess of $1 billion. Brenda’s significant industry experience working with custodians like Fidelity provides an excellent understanding of how to best navigate client requests.
Brenda and her husband (and puppy, Dexter) live in central Pennsylvania. In her free time, Brenda enjoys kayaking, motorcycling, traveling, and camping. Brenda participates with Relay for Life of Centre County, an organization focused on cancer support and research.