Brennan Carson, CFA

Position: Partner & Portfolio Manager

Brennan joined Equate in 2019 and works with the investment team to create solutions for our clients. Brennan has almost 20 years of experience working with private clients, investment advisors and institutional investors on a wide range of equity portfolios.

Prior to joining Equate, Brennan was Vice President of Client Service and Sales at STYLUS Asset Management, where he guided clients through the investment management and financial planning process. Brennan was also responsible for client communication through articles, newsletters and educational presentations.

Brennan received a Bachelor of Arts (Honours) from Queen’s University.  He was awarded the CFA charter in 2004 and is a member of the CFA Society of Toronto.