Prior to joining Caldwell in 1995, Brendan worked for a major Canadian mutual fund company and a bank-controlled investment dealer. His securities exchange memberships have included the Toronto Stock Exchange, the New York Stock Exchange, the Chicago Board Options Exchange, the Kansas City Board of Trade, the American Stock Exchange, and the Minneapolis Grain Exchange.

Brendan is a Fellow of the Canadian Securities Institute and a member of the Toronto Society of Financial Analysts, as well as the CFA Institute. Often interviewed for his insights into current economic issues concerning Caldwell’s role as an active investor in global securities exchanges, Brendan is a regular financial commentator and an industry consultant on several media outlets.

Brendan is an active and energetic supporter of numerous causes, focusing on education and accessibility. In addition to his role as director of the Caldwell Foundation, he has served as trustee for the Bishop Strachan School and Wycliffe College in the University of Toronto and is a Life Member of the University of Guelph Arboretum. In 2012, Brendan was awarded Queen Elizabeth II’s Diamond Jubilee Medal in recognition of a long record of philanthropy and volunteer service. Brendan is also a past Honorary Lieutenant-Colonel of the Queen’s Own Rifles of Canada.

Brendan holds a B.Sc. from the University of Toronto and M.A. from the University of London, U.K.