Brenda Oleary
Senior Vice President, Private Client ServicesGenter Capital Management
- Role
- Senior Vice President, Private Client Services at Genter Capital Management
- Location
- Manhattan Beach, CA, US
- LinkedIn followers
- 500 followers
About Brenda Oleary
Brenda\'s career spans over 30 years of working in the capital markets. During this time, she has been fortunate to work with many interesting people and strategies, representing firms from large global banks to boutique family offices.From a more personal perspective, Brenda\'s family invests in the life sciences industry through real estate development and ownership by their company HATCHspaces. HATCH was recently acquired by NexCore Group, one of the leading healthcare developers in the US, which is partially owned by Nuveen and a Forbes 400 family office. In her free time Brenda enjoys skiing, running (LA Marathon survivor), sailing, architecture and interior design, travel and spending time with her family in Manhattan Beach, CA.
Experience
Senior Vice President, Private Client Services
Oct 2024 — Present · Los Angeles, CA, US
Brenda helps private clients define their investment objectives and provides customized financial solutions. She develops personalized investment strategies with a focus on managing downside risk and providing both income generation and capital appreciation.
Education
USC Marshall School of Business
Bachelor's degree, Marketing
USC Marshall School of Business
MBA, Finance
Skills
- Financial Advisory
- Uniform Combined State Law
- Capital Markets
- Series 7
- Fund of Funds
- Financial Services
- Strategic Planning
- Portfolio Management
- Leadership
- Currency
- Institutional Investments
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Fixed Income
- Private Equity
- Etfs
- Securities
- Estate Planning
- Retirement Planning
- Finra
- 401k
- Business Development
- Asset Allocation
- Mutual Funds
- Wealth Management
- High Net Worth Individuals
- Retirement
- Bonds
- Strategic Financial Planning
- Investment Banking
- Wealth Management Services
- Investment Management
- Financial Markets
- Client Services
- Wealth
- Asset Management
- Equities
- Strategy
- Asset Managment
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