Brendon Smith Email & Phone Number
Private Wealth Advisor @ Mattern Capital Management
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Brendon Smith Location
- Denver, CO, US
Brendon Smith Work
- 2026 -now Private Wealth Advisor @
- 2022 -2026 Financial Consultant @
- 2022 -2022 Regional Advisor Consultant @
- 2021 -2022 Regional Advisor Consultant @
- 2019 -2021 Internal Advisor Consultant @
- 2019 -2022 Internal Advisor Consultant @
- 2018 -2019 Mutual Fund Services and Sales Support Representative @ Eaton Vance
- 2017 -2018 Grants Management Intern @
- 2017 -2017 Finance Intern - VetLab @
- 2016 -2017 Investor Services Intern @
- 2015 -2015 Logistics Metrics Intern @
Brendon Smith Education
- Yale School of Management
Executive Education (Investment Management Theory & Practice)
2020-2020 - Bentley University
Bachelor of Science - BS (Major: Economics/ Finance & Minor: Law)
2014-2018 - Scarborough High School
High School
2010-2014 - John Cabot University
(Study Abroad)
Brendon Smith Skills
- Leadership
- PowerPoint
- Social Media
- Public Speaking
- Stock Trading
- Microsoft PowerPoint
- Forecasting
- Bloomberg
- Team Leadership
- Finance
- Morningstar
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Interpersonal Communication
- Time Management
- Customer Service
- Financial Analysis
- Management
- Teamwork
- Peachtree
- Problem Solving
Brendon Smith Summary
- Brendon Smith, based in Denver, CO, US, is currently a Private Wealth Advisor at Mattern Capital Management. Brendon Smith brings experience from previous roles at Fidelity Investments and Columbia Threadneedle Investments, US. Brendon Smith holds a 2020 - 2020 Executive Education in Investment Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Leadership, PowerPoint, Social Media, Public Speaking, Stock Trading and more. Brendon Smith has 1 mobile phone numbers on RocketReach.
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Top Mattern Capital Management Employees
Parveen Gupta
Manager of Financial Planning and Analysis
Denver, CO, US
Perry Mattern
Principal and Founder
Denver, CO, US
Caryn Egbert
Chief Compliance Officer
Denver, CO, US
Kelly Freeman
Investment Manager
Denver, CO, US
Ryan Cashman
Senior Client Relationship Manager
Denver, CO, US
Bryan Nicholls
Director of Operations
Denver, CO, US
Ryan Dow
Private Wealth Advisor
Denver, CO, US
Amanda Depriest
Financial Planning Analyst
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