Brendan Connelly is a Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc. and has been with the firm since 2004.
He specializes in long-term investment planning for a range of clients
including high net worth individuals, investment committees for
endowments, foundations and pension plans, as well as working with
companies to construct highly diversified, low-cost 401(k) retirement
solutions for their employees.
Brendan earned his undergraduate degree from Central Connecticut
State University in 1987 and is a Certified Fund Specialist (CFS®), the
oldest certification program in the mutual fund industry. He and his
family live in Port St. Lucie, Florida. Outside of work and family, he
enjoys sailing, skiing, and walking his dogs, Herman and Greta.