Brendan Manna CFP®

Senior Advisor

What inspired you to choose wealth management as a career?

Math was always my favorite subject in school so naturally, I chose Finance as my major. Upon graduation, I was not sure what career path to choose. I was fortunate enough to land a job at a private wealth management firm out of college and shortly after knew it was right for me. I enjoy that I am able to apply my strength in numbers towards helping people make sound financial decisions.

Why did you choose to be part of the BDF team?

BDF has a unique culture for both clients and employees. Everything at BDF revolves around a team approach. We work together as a team to help clients live a full life as well as encourage career growth for one another firmwide.

What does “Helping people enjoy a full life” mean to you?

To me, it is about providing financial guidance and support so clients can focus on what is important to them in their everyday lives. We also want them to know we are here every step of the way and not just in their financial needs, which I think makes BDF a special place.

Where can we find you when you’re not working?

During the summer you will find me on the golf course for the most part. I am a big sports fan, especially hockey. I also enjoy traveling and spending time with friends and family.

What defines your own personal “full life”?

In terms of my personal “full life,” it is about being able to look back and know that I had a positive and meaningful impact on those who are most important to me.

Full Bio

Brendan Manna joined BDF in November of 2018. Prior to coming to BDF, he had worked three and a half years as an analyst for a private wealth management firm in the Chicago area. He gained valuable insight and understanding of many client situations. Brendan also worked for Ronald McDonald House Charities as an intern during college.

Brendan graduated from the University of Missouri where he earned a Bachelor of Science in Business Administration with a major in Finance and Banking. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the series 7 and 63 licenses.

Beyond the BDF walls, Brendan enjoys spending time with family and friends, golfing and watching hockey.