![Brendan Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brendan Smith
Oprichter bij
Shoreline Financial Advisors LLC
Profiel
Mr. Brendan T.
Smith, CPA, is a Partner & Senior Wealth Advisor at Exencial Wealth Advisors LLC and a Founding Partner at Shoreline Financial Advisors LLC.
As a fiduciary, he focuses on providing personal financial planning, individualized tax and estate planning and investment management.
Prior to the merger of SFA and EWA, Mr. Smith founded SFA in 1996.
This followed a career practicing public accounting and estate and wealth planning in Boston and New Haven.
He has over thirty-six years of experience guiding clients to financial independence.
He has a B.S.
in Accounting from Boston College and a M.S.
in Taxation and Estate Planning from Bentley College.
Actieve functies van Brendan Smith
| Bedrijven | Functie | Begin |
|---|---|---|
Shoreline Financial Advisors LLC
 Shoreline Financial Advisors LLC Investment ManagersFinance Provides investment advice | Oprichter | 01-01-1996 |
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. | Portefeuillebeheerder-Aandelen | 01-02-2023 |
Opleiding van Brendan Smith
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
92
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shoreline Financial Advisors LLC
Shoreline Financial Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. | Finance |
