Brendan Lortie, CFP®
Brendan Lortie, CFP®
Relationship Manager
Office: Boston, MA
Team: Family Office

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.