BRENDAN W. TULLY, CFA®
EXECUTIVE VICE PRESIDENT
Brendan W. Tully is Executive Vice President of Strategic Wealth Management Group. Brendan's experience encompasses advisory work across asset classes and strategies, including equity, fixed income, options, and alternative investments. He has a particular expertise in complex derivative trading which adds a new dimension to the investment advisory services that Strategic Wealth Management is offering their clients.
Brendan began his career as a Financial Advisor for Merrill Lynch in 2002 and later worked for a variety of fund families providing advisory services to other Financial Advisors to help them achieve their desired investment mandates. Most recently he was working for Touchstone Investments (a subsidiary of Western & Southern Life), and Hartford Funds (a sub-advisor for Wellington Funds) where he served as a Regional Vice President, advising financial professionals in Manhattan and Northern New Jersey.
Brendan attended Arizona State University where he earned a BA in Italian Language and Literature and Geography. He is a Chartered Financial Analyst (CFA) charter holder since 2009 and a member of the CFA Society of New York City.