Brendan M. Castleman, CFA
Client Advisor
Brendan Castleman is a Client Advisor at Johnson Financial Group. In his role, Brendan works alongside JFG’s Advisors to assist with business development, all client support and needs ranging from portfolio monitoring, estate planning, and facilitating communication between the clients and their outside advisor team.
Prior to joining JFG, Brendan worked at Cambridge Associates as a part of the Capital Markets Research group. Brendan had previously been an advisor at Merrill Lynch Wealth Management, working with high-net worth families and business owners.
Brendan graduated from the University of South Carolina earning a Bachelor of Science in Business Administration with a concentration in Finance. He later earned the Chartered Financial Analyst (CFA) designation.
Brendan is a native of the Washington, D.C. area and lives in Annapolis, MD with his wife and their daughters. He enjoys boating, hiking, and traveling.