Keith Brennan

Business Development Manager at Brighton Jones LLC

Keith Brennan

Keith Brennan

Business Development Manager at Brighton Jones LLC

Overview
RelSci Relationships

610

Relationships
RelSci Relationships are individuals Keith Brennan likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Chief Financial Officer at Wellesley Asset Management, Inc.

Relationship likelihood: Average

Client Services Manager at Wellesley Asset Management, Inc.

Relationship likelihood: Average

Former Vice President of Relationship Management at Wellesley Asset Management, Inc.

Relationship likelihood: Average

Executive Vice President, Wealth Management at Wellesley Asset Management, Inc.

Relationship likelihood: Average

Chief Compliance Officer at Wellesley Asset Management, Inc.

Relationship likelihood: Average

Chief Investment Officer at Wellesley Asset Management, Inc.

Relationship likelihood: Average

Former Vice President at Wellesley Asset Management, Inc.

Relationship likelihood: Average

Financial Advisor at Grimes & Co., Inc.

Relationship likelihood: Average

Former Vice President at Wellesley Asset Management, Inc.

Relationship likelihood: Average

Former Vice President at Wellesley Asset Management, Inc.

Relationship likelihood: Average

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Keith Brennan
Business Development Manager at Brighton Jones LLC
Education
Class of 1990

Ohio University is a major U.S. public research university located on a 1,850-acre campus in Athens, Ohio, United States. Founded in 1804, it was the first university established in the former Northwest Territory and Ohio, and is the ninth oldest public university in the United States. Five regional campuses and e-learning programs further extend educational access and opportunity to students across southern Ohio and bring the total student population to more than 35,000.

Career History
Business Development Manager
Current

Brighton Jones offers traditional public equity and fixed income investments, as well as, alternative investments including private equities, LLCs, venture capital funds, real estate, hedge funds and derivative products. The firm's investment approach is designed to manage the trade-off between risk and return and to address each client's unique financial objectives, investment time horizons, cash flow needs and tax concerns.

Vice President
Prior - 2015

Wellesley Asset Management (WAM) employs absolute return strategies and invests predominantly in convertible bonds, and convertible bond and corporate bond mutual funds. WAM serves as the investment advisor to the Miller Convertible Bond Fund, the Miller Convertible Plus Fund, and the Miller Intermediate Bond Fund, each a series of the Miller Investment Trust. WAM seeks to maximize the fund's total return by investing in convertible bonds. The firm will purchase a convertible bond when they believe there is a high probability that the principal amount of the fixed-income component of the investment will be repaid upon put or maturity and the conversion component offers potential upside. WAM attempts to identify convertible bonds that are trading at attractive valuations relative to their evaluation of the issuer's creditworthiness. WAM's investment process includes the use of both quantitative and fundamental research on each underlying company to analyze credit quality and the specific terms of each offering. In general, WAM sells securities when an issuer's credit quality deteriorates, the conversion feature of a security is no longer a likely source of capital appreciation, to increase diversification, or when more attractive investments are available.

Director
2003 - 2008

Thomson Reuters Global Markets, Inc., a subsidiary of The Woodbridge Co. Ltd., is an American company located in Boston, MA, that provides investment advice.

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