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Brendan Moody
Vorstandsvorsitzender bei Watershed Private Wealth LLC
Profil
Mr. Brendan G.
Moody is a Founder & Wealth Advisor at Watershed Private Wealth LLC.
Mr. He draws on his knowledge of complex wealth planning to shape his role as an advisor.
With a decade and a half of investment experience, Mr. Moody leads Watershed with a vision of empowering clients through the unique phases of wealth creation, preservation and transfer.
He received his undergraduate degree from Loyola University of Chicago.
Aktive Positionen von Brendan Moody
Unternehmen | Position | Beginn |
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Watershed Private Wealth LLC
![]() Watershed Private Wealth LLC Investment ManagersFinance Watershed Private Wealth LLC (WPW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oak Brook, Illinois. The firm was co-founded by Brendan G. Moody and Joshi Koneru in 2021. WPW offers investment management services to individual investors. | Vorstandsvorsitzender | 01.08.2021 |
Ausbildung von Brendan Moody
Loyola University of Chicago | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Unternehmensverbindungen
Private Unternehmen | 1 |
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Watershed Private Wealth LLC
![]() Watershed Private Wealth LLC Investment ManagersFinance Watershed Private Wealth LLC (WPW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oak Brook, Illinois. The firm was co-founded by Brendan G. Moody and Joshi Koneru in 2021. WPW offers investment management services to individual investors. | Finance |