Brendan Lortie, CFP®
Relationship Manager
Office: Boston, MA
Education & Certificates
B.S., Bentley University
Certified Financial Planner™
Professional Background
I joined CWA after graduation from Bentley University. During my time at Bentley I had two phenomenal internship experiences; first with Eastward Capital Partners, a venture debt firm based in Newton, MA, and second with Heritage Financial Services, a fee-only RIA based in Westwood, MA.
Personal Interests
In my free time I can almost always be found with friends and family; either on the water, on the golf course, playing or watching sports, or cooking for them. I'll attempt just about anything, but would consider chicken parmesan my specialty.