Brendan Todd


Core capabilities:

  • U.S. Expatriates Private Wealth Advisory
  • Non U.S. Insurance Brokerage
  • Cross-Asset Portfolios
  • Institutional Fund Solutions
  • Fund Compliance

Part of the financial industry since 1999.

Languages: English, German.

Phone: +49 179 755 63 58 

“We aim high, work hard and care deeply in clients needs. Anytime—and not just on high-gloss brochures.”

Brendan is responsible for the International Clients and U.S. Expats practice in Germany and heads the Munich office. Blending broad-based private banking and private client advisory service with years’ experience in fund solutions and mutual fund compliance, Brendan provides outstanding financial advice and solutions that helps our sophisticated clients to make strategic, goal-driven financial decisions. As dual-citizen, he has a deep understanding and years’ of experience in dealing with American and German clients. In his spare time, Brendan and his family enjoys the Bavarian Alps or the nature of New York State.

He started his career as private banker in 1999. Afterwards, he emerged into the capital markets division of a large bank and its institutional asset management. Subsequently, Brendan worked for State Street, servicing in a JV PIMCO’s institutional funds business in Munich, London and Newport Beach/CA. As a Senior Client Relationship Manager and Offshoring Supervisor servicing State Street’s Tier A clients. He then emerged into State Street Internal Audit. In his role he audited many different areas of State Street getting in depth knowledge of the financial industry. He is a Registered Financial Advisor in Germany. Furthermore, he is treasurer of different clubs. His profile is rounded off by a faculty degree in business administration at the University of Applied Sciences of Erding/Germany.