Bill Brennan

Bill Brennan

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Finance
Commercial Services

Perfil

Mr. Bill Brennan, CPA, is a Managing Director of Wealth Management at Alexandria Capital LLC.
In 1994 Mr. Brennan founded the Capital Management Group, a personal fee-only wealth management firm.
In 2012 Capital Management Group merged with Botree Westmount to form Alexandria Capital.
Before forming Capital Management Group, Mr. Brennan was a partner with Ernst & Young.
Previous experiences have included serving as Vice President with Butcher & Singer (now Wheat First Securities) and as a Tax Manager with Arthur Andersen & Co. However, most of his career has been as the owner of a personal wealth management and financial advisory firm and publisher of Brennan Reports on Sophisticated Tax and Investment Planning, a monthly newsletter that was acquired by Ernst & Young and renamed the Ernst & Young Financial Planning Reporter.
Mr. Brennan earned a Bachelor of Science (cum laude) in Accounting and a Masters of Science in Tax.
Additionally he is a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial Planner.

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Corporate Officer/Principal -
Corporate Officer/Principal -
Butcher & Singer, Inc. Corporate Officer/Principal -
Gestor de Cartera-Acciones -
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Finance

Commercial Services

Butcher & Singer, Inc.

Finance

Commercial Services