Brendan Wagner

Senior Wealth Manager

Brendan joined MONTAG in 2017. He manages portfolios for individuals and families and dedicates considerable time to research. He seeks to understand the qualitative aspects of a business’s culture, processes, and end-market stability that enable it to deliver strong returns for shareholders. He views long term investing as a partnership with companies, rather than trading and timing stocks, and looks to own shares in companies that will protect and grow our capital despite unknowable future challenges.

Prior to joining MONTAG, Brendan managed equity and fixed income portfolios for families at Gratus Capital and Spectrum Advisory Services in Atlanta.

Brendan is from San Anselmo, California. He and his wife, Molly, have two daughters, Avery and Emmy, with whom they enjoy many outdoor local activities.

Education

  • B.S. in Finance, Boston College