Brendan Moody
Directeur Général chez 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.
Postes actifs de Brendan Moody
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/08/2021 |
Formation de Brendan Moody
| Loyola University of Chicago | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
