Brendan O’Rourke, CFP®

Wealth Strategist

Prior to joining Monograph, Brendan served as Associate and Investment Advisor at Aurora Financial Advisors, a wealth management firm located in Wellesley, MA. In this role, Brendan worked closely with the firm’s CIO and Investment Team analyzing global investment opportunities, building custom investment models and further enhancing the firm’s technology capabilities. During tax season, Brendan worked closely with the firm’s CPAs, preparing, reviewing and discussing tax returns with clients. In 2017, he received his Enrolled Agent designation and is now admitted to practice before the Internal Revenue Service.

Prior to Aurora, Brendan was an Associate at Ironsides Partners LLC, a Boston-based hedge fund with a focus on global value investing, specifically targeting discounted assets and opportunistic credit. Brendan’s principle responsibilities included maintaining Ironside’s portfolio and order management systems, enhancing proprietary investment models, constructing investor relations documentation and managing the fund’s third-party administrators during NAV release cycles. Brendan began his career in 2009 at J.P. Morgan in the ‘Hedge Fund Services’ business unit in downtown Boston. At JPM, Brendan provided back and middle office services to a $1B multi-manager hedge fund, working closely with the fund’s Portfolio Managers, CFO and Investor Relations team.

In 2009, Brendan received his Bachelors of Science in Economics and Finance from Bentley University. Outside of the office, Brendan enjoys skiing, traveling and reading. – 310.496.7323