Brendan Moody
Chief Executive Officer at Watershed Private Wealth LLC
Profile
Mr. Brendan G.
Moody is a Founder & Wealth Advisor at Watershed Private Wealth LLC.
Mr. He draws on his knowledge of complex wealth planning to shape his role as an advisor.
With a decade and a half of investment experience, Mr. Moody leads Watershed with a vision of empowering clients through the unique phases of wealth creation, preservation and transfer.
He received his undergraduate degree from Loyola University of Chicago.
Brendan Moody active positions
| Companies | Position | Start |
|---|---|---|
Watershed Private Wealth LLC
 Watershed Private Wealth LLC Investment ManagersFinance Watershed Private Wealth LLC (WPW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oak Brook, Illinois. The firm was co-founded by Brendan G. Moody and Joshi Koneru in 2021. WPW offers investment management services to individual investors. | Chief Executive Officer | 01/08/2021 |
Training of Brendan Moody
| Loyola University of Chicago | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
| Private companies | 1 |
|---|---|
Watershed Private Wealth LLC
Watershed Private Wealth LLC Investment ManagersFinance Watershed Private Wealth LLC (WPW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oak Brook, Illinois. The firm was co-founded by Brendan G. Moody and Joshi Koneru in 2021. WPW offers investment management services to individual investors. | Finance |
- Stock Market
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- Brendan Moody
