Brendan McConnell

Brendan McConnell is the Chief Operating Officer at Ategenos Capital LLC, a role he has held since the company's founding in 2022. With over 23 years of experience in the financial industry, he has a strong background in operations, service, and technology, particularly within wealth management and custodian banking sectors.

Career Background::

• Prior to joining Ategenos Capital, McConnell served as the Chief Operating Officer at Brinker Capital, where he led the Operations, Service, and Technology departments. His tenure there was marked by a focus on enhancing operational efficiency and improving client service experiences.12
• He also held the position of Executive Vice President at Orion Advisor Solutions, overseeing technology and operations for wealth management businesses.2

Education and Qualifications::

• McConnell earned his Bachelor of Arts degree from St. Joseph’s University and an MBA from Drexel University. He holds several FINRA licenses (Series 7, 63, 65, and 24) and has certifications in Business Analysis and Lean Six Sigma from Villanova University.23

Ategenos Capital aims to provide personalized investment advisory solutions to financial institutions, leveraging McConnell's extensive experience to enhance service delivery and operational effectiveness.12