![Brendan Spilsbury](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 Spilsbury
Gestionnaire de Portefeuille-Actions chez
Beacon Pointe Advisors LLC
Profil
Mr. Brendan Spilsbury is a Wealth Advisor at Beacon Pointe Advisors LLC.
He supporting clients by developing detailed financial plans, conducting in-depth research and analysis, and helping them navigate complex financial decisions with clarity and confidence.
Mr. Spilsbury was previously employed as a Financial Advisor by Sensible Financial Planning & Management LLC (which was acquired by Beacon Pointe in 2025).
He received his bachelor’s degree in economics and political science from Union College (New York).
He is Certified Financial Planner and a graduate of Boston University’s CFP certification program.
Postes actifs de Brendan Spilsbury
| Sociétés | Poste | Début |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Gestionnaire de Portefeuille-Actions | 01/10/2025 |
Anciens postes connus de Brendan Spilsbury
| Sociétés | Poste | Fin |
|---|---|---|
Sensible Financial Planning & Management LLC
 Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform. | Gestionnaire de Portefeuille-Actions | 01/10/2025 |
Formation de Brendan Spilsbury
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Union College (New York)
 Union College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sensible Financial Planning & Management LLC
Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform. | Finance |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
