Brendan M. Castleman, CFA

Brendan M. Castleman is a Client Advisor at JFG Family Office. In his role, Brendan helps complex families and family offices with all matters of their financial life - inclusive of tax/estate planning, risk management, cash flow, next generation education and investment management.

Prior to joining JFG, Brendan worked at Cambridge Associates as a part of the Capital Markets Research group. Brendan had previously been an advisor at Merrill Lynch Wealth Management, working with high-net worth families and business owners.

Brendan graduated from the University of South Carolina earning a Bachelor of Science in Business Administration with a concentration in Finance. He later earned the Chartered Financial Analyst (CFA) designation.

Brendan is a native of the Washington, D.C. area and lives in Annapolis, MD with his wife and their two daughters. He enjoys boating, hiking, and traveling.